Finance internship jobs in Syracuse, NY - 54 jobs

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Job DescriptionDescription: Finance Associate Full-time • Fully-Remote Performance Systems Development (PSD) is seeking a Finance Associate who not only excels in day-to-day accounting and accounts receivable operations, but also has a passion for data, systems, and process improvement. This role is ideal for someone who enjoys digging into numbers, building smarter workflows in Excel and QuickBooks Online, and helping evolve a growing Finance function through thoughtful analysis and reporting. In this role, you will balance essential accounting responsibilities with opportunities to drive insight, efficiency, and innovation across the department. What You'll Do Financial Reporting & Data Analysis Prepare and deliver accurate, complete, and timely monthly financial reporting for internal stakeholders. Analyze financial data to identify trends, discrepancies, or opportunities for improvement. Build and refine Excel-based reports, templates, and dashboards to support leadership decision-making. Support deeper department-wide data needs by collecting, cleaning, organizing, and interpreting financial and operational data. Accounts Receivable & Core Accounting Operations Prepare and issue accurate and timely customer invoices, coordinating with colleagues to ensure completeness. Track invoice status, follow up on outstanding items, and resolve discrepancies with clients or internal partners. Enter, review, and reconcile bank deposits and transfers to maintain alignment with accounting records. Assist with collection efforts in a professional and customer-centered manner. Systems, Process Improvement & Automation Actively use QuickBooks Online and related tools to streamline accounting workflows. Recommend new methods, tools, or automations to increase accuracy and efficiency. Help test and implement enhancements to financial systems, reporting formats, and data processes. Prepare supporting schedules, records, and reports for internal and external audits. This position reports to the VP of Finance and plays a key role in ensuring PSD's financial transactions are recorded accurately and timely, while also bringing forward new ideas, analytical insights, and a mindset of continuous improvement. About PSD Performance Systems Development is a national leader in building science and energy efficiency. Since our founding 25 years ago, we've grown to 100+ employees who are passionate about delivering creative, meaningful solutions that advance how buildings use energy. Our work centers around: High-impact energy efficiency programs that improve building performance. Workforce development and industry training. Innovative software solutions that manage and analyze energy efficiency data. What You Bring Associate's degree in Accounting, Finance, or a related field, or equivalent work experience. 1-2 years of experience in accounting or other data-intensive operations, with comfort collecting, cleaning, uploading, and interpreting data. Demonstrated proficiency using accounting systems (QuickBooks Online strongly preferred). Advanced computer skills, including a strong working knowledge of Microsoft Excel (functions, formulas, pivot tables, etc.). Curiosity and enthusiasm for learning new technologies, adapting to updates, and improving processes through automation or system enhancements. Strong attention to detail, organization, and accuracy. A collaborative spirit and desire to contribute to a Finance team that prioritizes accuracy, transparency, and continuous improvement. Additional Details Physical Demands: Frequent computer use requiring periods of sitting and close audio-visual concentration. Work Environment: Office work performed in a collaborative environment with a high degree of independence. Travel Requirements: No travel required for this position. Compensation & Benefits Salary: Competitive, commensurate with education, qualifications, and experience. Benefits: Health Insurance, 401K savings plan, Life Insurance, Long-Term Disability Insurance, Flexible Spending Accounts, Paid Holidays, Unlimited Sick Leave, Paid Parental Leave, and a Paid Benefit Time program. How to Apply Interested candidates should apply directly. PSD is not accepting applications from recruiters, 3rd party agencies, or outsourcing firms. Learn more about us at ********************* Diversity & Inclusion PSD strives to create a diverse and inclusive workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status or any other status protected by law. Performance Systems Development is an Equal Opportunity Employer. Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Requirements:

Ice Miller seeks a senior level associate to join our finance practice group in Cleveland, OH and New York City. Ideal candidates will have five (5) to eight (8) years of experience. About the Role: Successful candidates will work with our business group across several offices, representing lenders and borrowers in varied and complex financial transactions with a particular focus on the financing of private equity acquisitions and both senior and mezzanine debt transactions. Significant prior experience with structuring, documenting, and closing financing transactions in a wide variety of industries required. The ideal candidate will have knowledge and experience with all aspects of complex financing and acquisition transactions on both the borrower and lender sides. Candidates also must have excellent written and oral communication skills, have a team-oriented mentality, and be a motivated self-starter with strong credentials. Responsibilities: Participate in management of all aspects of finance transactions, including negotiation, documentation, and closing Work on sophisticated and complex finance transactions on behalf of clients in the middle-market Work directly with clients and participate in business development activities Delegate to and supervise the work of junior associates in the business group Have opportunities for advancement in a collegial environment Requirements: J.D. from an accredited law school with strong academic credentials At least five (5) years of experience practicing law in a law firm and in-house environment Active law license in the state where office is located Strong written and oral communication skills Excellent analytical skills and business judgement Demonstrated ability to work effectively both independently and as part of a team Must have permanent authorization to work in the United States What We Offer: Competitive compensation in a collegial, mid-size firm environment Quality benefits, including medical, dental, vision, and retirement programs One-on-one career coaching and professional development programming A supportive culture centered on mentorship, advancement, and innovation The salary range for this position in New York is $315,000 to $375,000, based on experience, plus opportunities for discretionary and hours-based bonus. The salary range for this position in Cleveland is $207,000 to $235,000 based on experience, plus opportunities for discretionary and hours-based bonus. Ice Miller LLP embraces a work environment that is collaborative, welcoming, and focused on growth. To maintain our culture, we are committed to building an inclusive workplace where talented attorneys from all backgrounds serve our clients, focus on professional development, and perform to their highest potential. Ice Miller is an Equal Opportunity Employer.

Reliant Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives. Achieve program profitability for our Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Reliant Credit Union and our Brokerage Services, Inc.). Responsibilities Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company. Cultivate strong working relationships and build trust among customers through effectively working your book of business. Follow a professional, broad based sales process in accordance with the Company's procedures. Follow regulatory securities requirements and strictly adhere to all Company policies. Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner. Follow the Company and regulatory guidelines for maintaining client files. Meet or exceed the Company's minimum program production standards along with a product mix of business consistent with the needs of your customers. Attend all required training along with additional opportunities to attend informational meetings scheduled by the Company. Requirements Three to five years of proven financial services sales success experience. Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million. FINRA Registration: Series 7, 63 and 65/66. Life/Health License(s). Commitment to Total Needs Bases Sales approach. 5+ to 7 years experience Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Occasionally SKILLS AND CERTIFICATIONS Selling securities Selling insurance face to face client meetings bank or credit union experience IDEAL CANDIDATESomeone that is good with dealing with people and building relationships. This location comes with a 50M book of business, so they would have to be used to dealing with a book, as well IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES):Open to most backgrounds, but wirehouse and traders are not usually a good fit. We need someone with the insurance experience, as much as the securities. Any Independent B/D, bank, or credit union.WHY WE'RE A GREAT COMPANYGreat support for the FA's, great work environment, and a stable location in a volatile arena of business. Additional Information All your information will be kept confidential according to EEO guidelines.

Scope of Responsibilities: Noble Health Services is seeking a Business Intelligence Intern who will partner cross functionally both internally and externally to understand the business needs of our customers inside and outside of our organization. This individual will deploy, build, and troubleshoot data needs across all functions to help drive better business decisions and streamline data flow and/or production to various applications where data and process intersect. Job Summary: This position will utilize data elements and systems to deploy solutions to drive business insight and improved data capabilities across all business functions at Noble Health Services. Responsibilities Responsible for maintaining, building, and deploying data systems that improves Nobles current dataflow and production for external and internal customers across the business. Work with Finance to build financial information data feeds across various segments of the business which provides business intelligence to make sound financial business decisions. Work with leadership to develop automation across Noble's business where data flow and business processes intersect. Partner with Corporate IT functions to be our internal advocate and understand data flow structure of systems outside of Noble which impact our business operations. Partner with Noble Pharmacy Services to ensure all data contracts requirements are utilizing accurate data elements and flow in a timely fashion. Develop, onboard, and maintain data contracts throughout their contract life cycle. Help design new reporting techniques, automate and create executive dashboards and reporting to meet changing business requirements. Troubleshoot and analyze data issues within raw data feeds and reports. Explain requirements and processes to internal/external technical and business partners in a variety of ways (use cases, logical diagrams, flow charts) Continuously look for new ways to view and analyze our internal and external data by various programing languages and data systems. Responsible for completing all mandatory and regulatory training programs. Perform other duties as assigned. Qualifications Required Experience: B.S. or M.S. in Business Administration, Business Analytics, or related field Ability to translate business questions and partner requirements into systematic processes. Very strong communication and problem-solving skills Beneficial Experience: Healthcare industry experience MS-SQL Server and relational database experience Familiarity with Power BI, SQL Server Integration Services (SSIS), and other Microsoft reporting tools Compensation $18.00- 20.00 per hour The final offer will be determined after careful consideration of multiple factors such as relevant skills, years of experience, and education. KPH Healthcare Services, Inc. is a multistate organization and abides by all local, state, and federal regulations as it pertains to minimum wage requirements. Not ready to apply? Connect with us for general consideration.

Apply SUPERVISORY FINANCIAL SPECIALIST Department of Defense Defense Finance and Accounting Service DFAS - COMMAND CLIENT EXECUTIVE STAFF - CLEVELAND Apply Print Share * * * * Save * This job is open to * Requirements * How you will be evaluated * Required documents * How to apply Summary This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment. The General Schedule (GS) basic pay schedule may vary by geographic locality. To view pay rates in a specific location visit the Office of Personnel Management pay tables at ******************************************************************* Summary This job announcement uses the USA Hire Assessment to evaluate applicants. For more information, visit USA Hire Assessment. The General Schedule (GS) basic pay schedule may vary by geographic locality. To view pay rates in a specific location visit the Office of Personnel Management pay tables at ******************************************************************* Overview Help Accepting applications Open & closing dates 01/09/2026 to 01/26/2026 Salary $125,776 to - $170,624 per year Pay scale & grade GS 14 Locations 1 vacancy in the following locations: Indianapolis, IN Limestone, ME Rome, NY Cleveland, OH Show morefewer locations (1) Columbus, OH Remote job No Telework eligible Yes-as determined by the agency policy. Travel Required Occasional travel - You may be expected to travel for this position. Relocation expenses reimbursed Yes-You may qualify for reimbursement of relocation expenses in accordance with agency policy. Appointment type Permanent Work schedule Full-time Service Competitive Promotion potential None Job family (Series) * 0501 Financial Administration And Program Supervisory status Yes Security clearance Secret Drug test No Position sensitivity and risk Noncritical-Sensitive (NCS)/Moderate Risk Trust determination process * National security Financial disclosure No Bargaining unit status No Announcement number ML-12858944-26 Control number 854068200 This job is open to Help Federal employees - Competitive service Current federal employees whose agencies follow the U.S. Office of Personnel Management's hiring rules and pay scales. Career transition (CTAP, ICTAP, RPL) Federal employees whose job, agency or department was eliminated and are eligible for priority over other applicants. Veterans Veterans of the U.S. Armed Forces or a spouse, widow, widower or parent of a veteran, who may be eligible for derived preference Military spouses Military spouses of active duty service members or whose spouse is 100 percent disabled or died on active duty. Clarification from the agency This announcement is open to current, permanent DoD Federal Civilian Employees in the competitive service, eligible Defense DoD VRA employees, eligible Priority Placement Program DoD Military Spouse Preference applicants, and eligible PPP applicants, Military Spouses, Veterans Employment Opportunities Act (VEOA) and eligible Interagency Career Transition Assistance Plan applicants (ICTAP). Duties Help * Plans, formulates and develops financial policies and procedures to enhance the validity, accuracy and integrity of finance processes. * Manages, plans, implements, monitors, and evaluates DFAS financial management programs by providing knowledge and expertise in appropriation law, finance concepts, principles, practices, techniques and financial management systems. * Incumbent manages major programs/projects on a broad scale as well as guide, counsel and direct functional and technical aspects of these programs/ projects at a detailed level when required. * Conducts independent studies of complex and diversified information, and financial systems or system components. * Demonstrates extensive experience in both written and oral communication presenting and speaking on behalf of the Agency. * Examples include, presents briefings, writes talking papers, frequently (more than once per month) communicates with members of OUSD, SES personnel, audit partners and Customer Executives. Requirements Help Conditions of employment * Must be a U.S Citizen or National * This national security position, which may require access to classified information, requires a favorable suitability review and security clearance as a condition of employment. Failure to maintain security eligibility may result in termination. * Registered for Selective Service (males born after 12-31-1959) * Suitable for Federal employment * Time after Competitive Appointment: Candidates must have served 3 months after latest competitive appointment in the Federal service. * Time in Grade Requirement - see the Qualifications field below for more details. * Obtain/Maintain Financial Management Certification * New employees to the Defense Finance and Accounting Service will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov. Qualifications One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade (GS-13) within the federal service, which demonstrates the ability to perform the duties of the position, is required. Specialized experience is defined as: Conducting rigorous financial analyses and actively overseeing the fiscal performance of the assigned client portfolio. Completing critical evaluation of the financial management support provided and serving as the central point of coordination for the dissemination of work-related information to senior financial managers within the client organization. Responsible for formulating and instituting robust policies designed to ensure compliance with all applicable regulatory frameworks. Time-in-Grade: Current or former federal employees who have held a GS position in the preceding 52 weeks, must meet the time in grade requirement. Applicant must have served 52 weeks as a GS-13 or higher grade in Federal Service. The effective date of your SF-50 must reflect that you will meet the 52-week time in grade requirement within 30 days of the announcement closing. You may qualify for consideration if meeting time-in grade, specialized experience, education requirement, 90 days after competitive appointment requirement, and all other qualification requirements within 30 calendar days after the closing date of the announcement, unless otherwise indicated on the announcement. Education Education is not substitutable for specialized experience at this grade level. This position requires you to obtain and maintain a Level 3 Certification under the DoD Financial Management (FM) Certification Program as a condition of employment. If you are selected, you will have to obtain this certification within two (2) years of your entry on duty in the position unless you are already in a position that requires a Level 3 Certification in which case you must complete the certification within the original 2-year period. Failure to become certified within the required time-frame may be grounds for removal from the position and/or from Federal service. Information about the DoD FM Certification Program is available at: ************************************************** As a condition of employment, you may be required to serve a during which we'll evaluate whether your continued employment advances the public interest. The evaluation will consider: your performance and conduct; the needs and interests of the agency; whether your continued employment advances agency or governmental goals; and whether your continued employment advances the efficiency of the Federal service. At the end of the probationary period, your employment will be terminated unless you receive certification that your continued employment advances the public interest. Additional information * Moving expenses will be paid. * The Tax Cuts and Jobs Act of 2017 makes certain reimbursements/payments taxable. For information on these changes and the Relocation Income Tax Allowance (RITA), for which some appointees are eligible, click here. * For positions where relocation is paid (see Location block of vacancy announcement), you can learn more about relocation allowances and entitlements. * Telework availability is limited and will only be provided on a rare case-by-case basis during situations where Agency Leadership has determined that telework serves a compelling DoD need. * We may use this announcement to make a temporary promotion. For some positions, the temporary promotion may be made permanent without further competition. * Selections are subject to restrictions resulting from the DoD Program for Stability of Civilian Employment. * A one year supervisory or managerial probationary period may be required. * We may use this announcement to fill additional vacancies within 120 days of the closing date. * This position is exempt from the Fair Labor Standards Act. * Travel requirement is seldom (1-24%). * This position is not covered by a bargaining unit. * Priority Placement Program (PPP) Military Spouse Preference (MSP) eligible candidates will receive priority consideration at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. * PPP Application Based Preference Eligibles (Military Reserve and National Guard technicians, Military Reserve and National Guard technicians receiving disability retirement, and Retained Grade employees) will receive priority consideration at the full performance level only. * Pay for first time hires to the Federal Government will typically be set at step 1 salary range for their respective grade level. * Retired Civil Service Employee: Employment of retired Federal employees receiving an annuity is subject to the requirements of the Department of Defense (DoD) policy guidance. (See DoD Instruction 1400.25, Volume 300, here. * The Security Designation will vary and dependent upon position and may require a secret clearance or higher. Employment in this position requires a background investigation which may delay starting date. If you are selected and cannot obtain a favorable security determination within a reasonable period of time due to disclosed/undisclosed background issues, the employment offer may be withdrawn. Individuals selected are required to obtain/maintain a favorable security determination to occupy a sensitive position within the agency as a condition of employment. Failure to maintain eligibility to occupy a sensitive position may result in termination. For more information see the security section of Understanding Vacancy Announcements. * Criminal History Inquiries- For some positions, criminal history inquiries may not take place before you receive a conditional job offer. Please see Fair Chance to Compete for Jobs Act of 2019 (dfas.mil) for more information on The Fair Chance to Compete Act, exceptions, and DFAS contact information. Expand Hide additional information Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How you will be evaluated You will be evaluated for this job based on how well you meet the qualifications above. IMPORTANT NOTE - YOU MUST FOLLOW ALL APPLICATION INSTRUCTIONS CAREFULLY. ERRORS OR OMISSIONS MAY AFFECT YOUR RATING. You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application and your responses to all assessments required for this position. You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics): * Customer Service (Clerical/Technical) * Decision Making * Interpersonal Skills * Reasoning * Teamwork Reasonable Accommodation (RA) Requests: If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a RA in your online application. Requests for RA for the USA Hire Competency Based Assessments and appropriate supporting documentation for RA must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for RA are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments, based on your adjudication decision. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments, if you received the link after the close of the announcement. To determine if you need a RA, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. Required documents Required Documents Help You must provide a complete Application Package which includes: 1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center. 2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement. 3. Other Supporting Documents. 4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement. 1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume. 2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification. 3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities. 4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. ************************************************************** 5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist. 6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist. 7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist. 8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available. 9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit. 10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility. WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/26/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating. How to Apply Help The following link will help you determine if you meet the eligibility to apply for this position: *************************************************************************************** PLEASE NOTE: You will be considered only for those appointment eligibilities for which you select, attach supporting documentation and are found eligible. Please read the entire announcement and all the instructions before you begin an application. To apply and be considered for this position, you must complete all required assessments, and required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows: * Click the Apply Online button. * Answer the questions presented in the application and attach all necessary supporting documentation. * Click the Submit Application button prior to 11:59 PM (ET) on the announcement closing date. * If you are required to complete any USA Hire Assessments, you will be notified after submitting your application. The notification will be provided in your application submission screen and via email. The notification will include your unique assessment access link to the USA Hire system and the completion deadline. Additionally, in USAJOBS you can click "Track this application" to return to your assessment completion notice. * Access USA Hire using your unique assessment link. Access is granted through your USAJOBS login credentials. * Review all instructions prior to beginning your assessments. You will have the opportunity to request a testing accommodation before beginning the assessments should you have a disability covered under the Rehabilitation Act of 1973 as amended. * Set aside at least 3 hours to take the USA Hire assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue later, you can re-use your unique assessment link. * Your responses to the USA Hire Assessments will be reused for one year (in most cases) from the date you complete an assessment. If future applications you submit require completion of the same assessments, your responses will be automatically reused. Visit the USA Hire Applicant Resource Center for practice assessments and assessment preparation resources at **************************************** To update your application, including supporting documentation: During the announcement open period, return to your USAJOBS account, find your application record, and click Edit my application. This option will no longer be available once the announcement has closed. To view the announcement status or your application status: Click on this: ******************************************************** Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application. Agency contact information HR Customer Care Center Phone ************** Email ************************************************ Address DFAS - COMMAND CLIENT EXECUTIVE STAFF - CLEVELAND 1240 E. 9th Street Cleveland, OH 44199 US Next steps The resume you submit will be used to assess your qualifications for the job and to identify the best-qualified applicants to be referred to the hiring manager for further consideration and possible interviews. We will notify you of the outcome after each of these steps is completed. After making a tentative job offer, we will conduct a suitability/security background investigation. Fair and transparent The Federal hiring process is set up to be fair and transparent. Please read the following guidance. Criminal history inquiries Equal Employment Opportunity (EEO) Policy Financial suitability New employee probationary period Privacy Act Reasonable accommodation policy Selective Service Signature and false statements Social security number request Required Documents Help You must provide a complete Application Package which includes: 1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center. 2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement. 3. Other Supporting Documents. 4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement. 1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume. 2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification. 3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities. 4. Military Spouse Preference (MSP) Eligible: Military Spouse Preference applicants, must be selected and placed at the highest grade level for which they have applied and been determined best qualified up to and including the full performance level. You must include a completed copy of the Military Spouse PPP Self-Certification Checklist dated within 30 days along with the documents identified on the checklist to verify your eligibility for Military Spouse Preference. To download the checklist, select "Save" or "Save As" instead of "Open." Save the document to your device then open it as a PDF. Once the form is opened, select "Enable All Features" and the form will populate so that it can be completed. ************************************************************** 5. Military Reserve (MR) and National Guard (NG) Technicians PPP Eligible: MR and NG technicians PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician preference. Click here to obtain a copy of the Military Reserve and National Guard Technician PPP Self-Certification Checklist. 6. Military Reserve (MR) and National Guard (NG) Technicians Receiving Disability Retirement PPP Eligible: MR and NG technicians receiving disability retirement PPP applicants must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist to verify your eligibility for Military Reserve and National Guard Technician Disability preference. Click here to obtain a copy of the Military Reserve and National Guard Technician Disability PPP Self-Certification Checklist. 7. Retained Grade PPP Eligible: Retained Grade PPP applicants, must be selected and placed at the full performance level if determined well qualified. You must include a completed copy of the Retained Grade PPP Self-Certification Checklist to verify your eligibility for Retained Grade preference. Click here to obtain a copy of the Retained Grade PPP Self-Certification Checklist. 8. ICTAP Eligibles: A copy of the RIF separation notice and SF-50 if available. 9. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit. 10. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility. WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/26/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. 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.

Canandaigua National Bank What does a Financial/Wealth Advisor do? A Financial Advisor at Canandaigua National Bank is responsible for providing comprehensive financial planning and advice to help individuals and families pursue their financial goals. You will work one-on-one with clients to develop individually tailored financial plans comprised of personalized investment products and services. In this role, you will provide ongoing assistance through service that help clients accumulate wealth and safeguard their assets. Meet with clients to develop an investment and risk profile requisite for sales of non-bank products. Provide investment advisory services through the use of client profiles and financial plans to identify customer's needs. Recommends products and services that best meet those needs. Maximizes growth and retention of retail-based customers through the development of unique customer treatments. Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with Wealth Management's annual operating plan. Offers modularized financial planning services, as well as valuable education and advice through seminar design. Ensure necessary administration work is completed for all transactions such as paperwork to open brokerage and advisory accounts as well as processing buy and sell orders of securities held by clients of the bank. Works to resolve product or service issues for new and existing clients to ensure customer satisfaction. Develops and/or expands customer/bank relationship for existing book of business by cross-selling additional assigned products and services through in-person meetings, written correspondence, and external sales calls. Promotes cross departmental synergy by providing information and referrals to customer seeking other services, i.e. commercial, trust, and mortgage. Ensures development of successful internal relationships with branches and staff within assigned region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to help staff identify qualified referrals. Attends business calls with Branch Managers and Lending Officers. Attends all required continuing education classes as well as other assigned training sessions. Achieves goals assigned to the Financial Advisor as part of Wealth Management's annual operating plan. What is needed to be successful in this role? A B.S. or B.S. degree or equivalent combination of education and work experience required Specialized financial advisory and/or investment education and training. Life Accident & Health Insurance License, FINRA Series 7 and 66 OR FINRA Series 7, 63 and 65 licenses required. Master of Business Administration or higher education, Chartered Financial Analyst, Certified Financial Planner, Chartered Mutual Fund Counselor or similar further education preferred. A minimum of five (5) years' experience in related positions normally required. What makes working at Canandaigua National Bank different? Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly , feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our culture nurtures passionate employees and offers great rewards including: Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners. Paid holidays, vacation, and sick time. Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP). Training & development opportunities. Tuition assistance. Community focused volunteer opportunities. Award winning wellness program that promotes a solid work/life balance. Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today! Compensation range - $82,500 - $102,000The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

What You'll Do: Interns will participate in the business affairs department's daily operations. Interns will work on department-specific research projects, perform administrative duties, and support business affairs executives with ad-hoc daily tasks. There will be opportunity for the right candidates to engage in substantive and meaningful work relating to deal negotiations for the agency's clients. The ideal candidate has a strong legal acumen, some familiarity with entertainment contracts and an insatiable desire to learn more. Deals that you will be working on include reviewing and summarizing key deal points on contracts, researching legal and intellectual property issues, and providing general support where needed. Exact scope of responsibility will depend on the candidate's demonstrated capabilities. This is a unique opportunity for anyone interested in learning about business affairs at a major global talent agency. Interns may be asked to complete an end of summer assignment (either individually or in assigned teams) utilizing the knowledge they have acquired over the course of the summer. Who You Are: Must be detail-oriented and able to handle complex instructions with care and follow-through. Must be an excellent multi-tasker and have proven problem-solving abilities. Must have a friendly, open demeanor with ability to maintain confidentiality at all times. Must be able to adapt to changes and work in a fast paced, demanding environment. Must be dependable and proactive. Must be able to prioritize the workload and use time efficiently. Must have a basic understanding of and strong desire to build a career in the entertainment industry. Program Details: We offer internship opportunities within our global sports and entertainment businesses, including global cultural marketing agency 160/90; global licensing business IMG Licensing; and entertainment agency WME (including WME Sports and Fashion). All internships are in the office and in person. In addition to hands-on experience and exposure to the global sports and entertainment industry, interns participate in events such as welcome/farewell sessions, a speaker series featuring company leaders, and career training workshops addressing everything from LinkedIn profile enhancement to resume building, interviewing skills, and networking. Internships are 40 hours per week, Monday through Friday, or standard local working hours in the internship location. Important Dates: December: Positions begin to post, on *********************************************************** January: Remaining positions posted. Recruiters begin to review applications and contact candidates. Mid-March: Roles will be filled on a rolling basis, with the goal of extending most offers by middle of March. June 8 - August 14: US internship program dates June 29 - September 4: EMEA internship program dates Recruitment Process: Our process consists of four steps. Online Application: In addition to your application and resume, tell us your story! Please attach a Word document that answers the following questions (300 total words max): Why are you interested in the role? What are the unique perspectives, abilities, and qualities you would bring to the role? What do you hope to learn? You will submit this document instead of a cover letter and it can be uploaded where the cover letter would have been in the online application. Video Interview with a Recruiter: If selected for next steps, you will be contacted by the recruiting team to schedule a video interview via Microsoft Teams. Video Interview with the Hiring Manager: If selected to move forward, you will meet with the hiring manager and potentially 1-2 additional team members. Offer or Decline: If selected for the position, a recruiter will call to extend an offer. If you have not been selected, a recruiter will reach out to let you know. Eligibility: Our program is generally designed for rising seniors and those within six months of graduation from an undergraduate program. However, this role is intended for current JD students. Pay: We offer paid internships; rates vary based on location. Pay rates typically align with local required minimums and vary by country. What We Do: WME Group is a global network of businesses that represent the world's leading talent, intellectual property and brands. WME Group comprises preeminent talent agency WME, global marketing agency 160over90, brand licensing agency IMG Licensing, and nonscripted content business Pantheon Media Group. Per local requirements and in the interest of transparency, the hourly rate shown below reflects the prevalent current hiring range for this position. Hiring pay rates are based on a number of factors, including location and may vary depending on job-related qualifications, knowledge, skills and experience. The company strives to provide locally competitive rewards packages, which include base rate along with, as applicable, short- and long-term incentives, growth and developmental opportunities, and robust benefits, such as health care, retirement, vacation and other paid time off, and additional offerings. Hiring Rate Minimum: $18.50 hourly (minimum will not fall below the applicable state/local minimum wage thresholds) Hiring Rate Maximum: $18.50 hourly WME is an equal opportunity employer and encourages applications from qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, or religion or belief.

Please, review and apply for this position through the QCI system following the link below (Copy and Paste): http://jobs.qcitech.com/jobseeker/_Health_Care_Financial_Bookkeeper_Analyst_J02155551.aspx *You can apply through Indeed using mobile devices with this link. Additional Information

Guggenheim Securities Investment Banking unit is seeking candidates to join its team for a 10 week Summer Associate Intern Program. This program offers an unparalleled opportunity to work as part of small client teams on major strategic assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity and enthusiasm for learning are highly valued. We are seeking bright, highly motivated individuals with solid finance knowledge coupled with strong technical skills. Essential Job Functions Support deal teams in developing, maintaining and using financial models Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants Develop an in depth understanding of Investment Banking product and services: Debt, Equity, Mergers and Acquisitions and Restructuring Preferred Qualifications Excellent analytical skills and attention to detail. Strong interest for problem solving and client service Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management Highly organized, with the initiative and ability to multitask and work with limited supervision as a member of a team Strong written and oral communication skills Working knowledge of MS Excel, MS Powerpoint and MS Word. Familiarity with Thomson/Factset and Bloomberg Prior experience as an investment banking, private equity or corporate finance intern is a plus Core modeling and valuation experience is a plus Interest in working in New York long term Basic Qualifications No jobseeker will be considered if these basic qualifications are not met. Must be: On track to receive MBA or J.D. degree in December 2026 or Spring 2027 Salary Details A salary based on an annual rate of $175,000 per year. The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $90,000 - $120,000 at plan yearly Responsibilities: Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations Customize financial plans for each client based on potential life changes and changing financial needs Customize financial plans for each client based on potential life changes and changing financial needs Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: Superior customer service skills, math skills, relationship skills, and communication skills are preferred A Bachelor's degree in business administration, finance, or a related field is required CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Superior relationship skills, communication skills, and customer service skills are necessary Business mindset Relevant knowledge of the financial industry, financial products, and best practices is preferred Experience in sales & finance is helpful but not required About Company Our goal is to help driven, ambitious people fulfill their potential. Join us on the path to becoming a financial advisor or partner, with the backing of a Fortune 100 company. Discover how satisfying it can be to shape your own practice and strengthen your community. New York Life holds the highest financial strength ratings currently awarded. With New York Life, you're in business for yourself, not by yourself. As a New York Life financial professional, you'll build your business your way with the help and support of a Fortune 100 company. We'll invest in you with extensive training and continuous learning opportunities, and back you with a team of professionals to help your business grow, including: Expert training Supportive management Extensive sales and marketing support Backed by over 175 years of experience

Reliant Credit Union is seeking a Financial Advisor to serve the financial needs of their credit union members. Help members identify financial goals and objectives through face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and objectives. Achieve program profitability for our Brokerage Services, Inc. and Credit Union by developing long term relationships and utilizing prescribed methods to grow business. This is a dual opportunity (W-2 employment with Reliant Credit Union and our Brokerage Services, Inc.). Responsibilities Present a professional image from a personal and professional level that will be beneficial to customers, credit union partnerships and the Company. Cultivate strong working relationships and build trust among customers through effectively working your book of business. Follow a professional, broad based sales process in accordance with the Company's procedures. Follow regulatory securities requirements and strictly adhere to all Company policies. Follow regulatory policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers in a professional manner. Follow the Company and regulatory guidelines for maintaining client files. Meet or exceed the Company's minimum program production standards along with a product mix of business consistent with the needs of your customers. Attend all required training along with additional opportunities to attend informational meetings scheduled by the Company. Requirements Three to five years of proven financial services sales success experience. Minimum production history of $200,000 annually over the last three years and preferably client assets of at least $15 million. FINRA Registration: Series 7, 63 and 65/66. Life/Health License(s). Commitment to Total Needs Bases Sales approach. 5+ to 7 years experience Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Occasionally SKILLS AND CERTIFICATIONS Selling securities Selling insurance face to face client meetings bank or credit union experience IDEAL CANDIDATE Someone that is good with dealing with people and building relationships. This location comes with a 50M book of business, so they would have to be used to dealing with a book, as well IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to most backgrounds, but wirehouse and traders are not usually a good fit. We need someone with the insurance experience, as much as the securities. Any Independent B/D, bank, or credit union. WHY WE'RE A GREAT COMPANY Great support for the FA's, great work environment, and a stable location in a volatile arena of business. Additional Information All your information will be kept confidential according to EEO guidelines.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Apply SUPERVISORY FINANCIAL SPECIALIST Department of Defense Defense Finance and Accounting Service ENTERPRISE SOLUTIONS AND STANDARDS (JJAPEBA) Apply Print Share * * * * Save * This job is open to * Requirements * How you will be evaluated * Required documents * How to apply Summary This job announcement uses the Subject Matter Expert Panel Assessment to evaluate applicants. Summary This job announcement uses the Subject Matter Expert Panel Assessment to evaluate applicants. Overview Help Accepting applications Open & closing dates 01/13/2026 to 01/28/2026 Salary $89,508 to - $121,502 per year To view pay rates in a specific location visit the OPM pay tables at ******************************************************************* Pay scale & grade GS 12 Locations 1 vacancy in the following locations: Indianapolis, IN Limestone, ME Rome, NY Cleveland, OH Show morefewer locations (1) Columbus, OH Remote job No Telework eligible No Travel Required 25% or less - You may be expected to travel for this position. Relocation expenses reimbursed Yes-You may qualify for reimbursement of relocation expenses in accordance with agency policy. Appointment type Permanent Work schedule Full-time Service Competitive Promotion potential None Job family (Series) * 0501 Financial Administration And Program Supervisory status Yes Security clearance Other Drug test No Position sensitivity and risk Noncritical-Sensitive (NCS)/Moderate Risk Trust determination process * National security Financial disclosure No Bargaining unit status No Announcement number ML-12859496-26 Control number 854218300 This job is open to Help Internal to an agency Current federal employees of the hiring agency that posted the job announcement. Clarification from the agency This announcement is open to current, permanent DFAS employees in the competitive service and current DFAS VRA employees and eligible DoD PPP Military Spouse preference applicants. Duties Help * Serves as a second level supervisor (Division Chief) with technical and administrative supervisory responsibilities to include the oversight of subordinate staff performing work related to an assigned functional area. * Develops policies, coordinates, and performs all functions for the organization at all levels of serviced installations. * Provides expert interpretation on DoD and DFAS regulatory and administrative guidelines in accordance with generally accepted principles relating to finance and accounting operations. * Manages the review of a variety of financial policies, guidelines, data, documents, reports, processes and procedures to determine trends preventing operational efficiency. * Advise senior leaders of findings and recommendations for corrective action and coordinates with Defense Agencies to improve organizational processes. * Reviews all responses to congressional inquiries to ensure accuracy and consistency with policy and regulatory guidance. Requirements Help Conditions of employment * Must be a U.S Citizen or National. * This national security position, which may require access to classified information, requires a favorable suitability review and security clearance as a condition of employment. Failure to maintain security eligibility may result in termination. * Registered for Selective Service (males born after 12-31-1959). * Suitable for Federal employment. * Time after Competitive Appointment: Candidates must have served 3 months after latest competitive appointment in the Federal service. * Obtain/Maintain Financial Management Certification. * New employees to the Defense Finance and Accounting Service will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov. * Selections are subject to restrictions resulting from the DoD Program for Stability of Civilian Employment. * We may use this announcement to make a temporary promotion. For some positions, the temporary promotion may be made permanent without further competition. * We may use this announcement to fill additional vacancies within 120 days of the closing date. * Telework availability is limited and will only be provided on a rare case-by-case basis during situations where Agency Leadership has determined that telework serves a compelling DoD need. * The incumbent of this position will be required to be physically on-site full-time, regular telework is not authorized for this position. Qualifications One year of specialized experience equivalent in level of difficulty and responsibility to that of the next lower grade (GS-11) within the federal service, which demonstrates the ability to perform the duties of the position, is required. Specialized experience is defined as: Experience leading financial analysis operations and successfully resolving pay/entitlement challenges through expert application of financial principles, federal regulations, and established procedures. Time-in-Grade: Current or former federal employees who have held a GS position in the preceding 52 weeks, must meet the time in grade requirement. Applicant must have served 52 weeks as a GS-11 or higher grade in Federal Service. The effective date of your SF-50 must reflect that you will meet the 52-week time in grade requirement within 30 days of the announcement closing. You may qualify for consideration if meeting time-in grade, specialized experience, education requirement, 90 days after competitive appointment requirement, and all other qualification requirements within 30 calendar days after the closing date of the announcement, unless otherwise indicated on the announcement. Education Education is not substitutable for specialized experience at this grade level. Additional information * Moving expenses may be paid. * The Tax Cuts and Jobs Act of 2017 makes certain reimbursements/payments taxable. For information on these changes and the Relocation Income Tax Allowance (RITA), for which some appointees are eligible, click here. * For positions where relocation is paid (see Location block of vacancy announcement), you can learn more about relocation allowances and entitlements. * As a condition of employment, you may be required to serve a 1- year probationary period during which we'll evaluate whether your continued employment advances the public interest. The evaluation will consider: your performance and conduct; the needs and interests of the agency; whether your continued employment advances agency or governmental goals; and whether your continued employment advances the efficiency of the Federal service. At the end of the probationary period, your employment will be terminated unless you receive certification that your continued employment advances the public interest. * A one year supervisory or managerial probationary period may be required. * This position is Exempt from the Fair Labor Standards Act. * Travel requirement is seldom 1-24%. * This position is not covered by a bargaining unit. * Pay for first time hires to the Federal Government will typically be set at step 1 salary range for their respective grade level. * Retired Civil Service Employee: Employment of retired Federal employees receiving an annuity is subject to the requirements of the Department of Defense (DoD) policy guidance. (See DoD Instruction 1400.25, Volume 300, here. * The Security Designation will vary and dependent upon position and may require a secret clearance or higher. Employment in this position requires a background investigation which may delay starting date. If you are selected and cannot obtain a favorable security determination within a reasonable period of time due to disclosed/undisclosed background issues, the employment offer may be withdrawn. Individuals selected are required to obtain/maintain a favorable security determination to occupy a sensitive position within the agency as a condition of employment. Failure to maintain eligibility to occupy a sensitive position may result in termination. For more information see the security section of Understanding Vacancy Announcements. * Criminal History Inquiries- For some positions, criminal history inquiries may not take place before you receive a conditional job offer. Please see Fair Chance to Compete for Jobs Act of 2019 (dfas.mil) for more information on The Fair Chance to Compete Act, exceptions, and DFAS contact information. * This position requires you to obtain and maintain a Level 2 Certification under the DoD Financial Management (FM) Certification Program as a condition of employment. If you are selected, you will have to obtain this certification within two (2) years of your entry on duty in the position unless you are already in a position that requires a Level 2 Certification in which case you must complete the certification within the original 2-year period. Failure to become certified within the required time-frame may be grounds for removal from the position and/or from Federal service. Information about the DoD FM Certification Program is available at: ************************************************ Expand Hide additional information Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution. Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How you will be evaluated You will be evaluated for this job based on how well you meet the qualifications above. IMPORTANT NOTE - YOU MUST FOLLOW ALL APPLICATION INSTRUCTIONS CAREFULLY. ERRORS OR OMISSIONS MAY AFFECT YOUR RATING. You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), your responses on the application and your responses to all assessments required for this position. You will be assessed by a SME panel on the following competencies (knowledge, skills, abilities, and other characteristics): * Communication * Concepts, Policies, and Principles of Finance * Financial Management Analysis * Financial Stewardship * Leadership Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. Required documents Required Documents Help You must provide a complete Application Package which includes: 1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center. 2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement. 3. Other Supporting Documents. 4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement. 1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume. 2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification. 3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities. 4. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit. 5. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility. WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/28/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating. How to Apply Help The following link will help you determine if you meet the eligibility to apply for this position: *************************************************************************************** PLEASE NOTE: You will be considered only for those appointment eligibilities for which you select, attach supporting documentation and are found eligible. Please read the entire announcement and all the instructions before you begin an application. To apply and be considered for this position, you must complete all required assessments, and required documentation as specified in the How to Apply and Required Documents section. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. The application process is as follows: * Click the Apply Online button. * Answer the questions presented in the application and attach all necessary supporting documentation. * Click the Submit Application button prior to 11:59 PM (ET) on the announcement closing date. To update your application, including supporting documentation: During the announcement open period, return to your USAJOBS account, find your application record, and click Edit my application. This option will no longer be available once the announcement has closed. To view the announcement status or your application status: Click on this: ******************************************************** Your application status page is where you can view your application status, USA Hire assessment completion status, and review your notifications sent by the hiring agency regarding your application. Agency contact information HR Customer Care Center Phone ************** Email ************************************************ Address DFAS - ENTERPRISE SOLUTIONS AND STANDARDS 8899 E. 56th Street Indianapolis, IN 46249 US Next steps The resume you submit will be used to assess your qualifications for the job and to identify the best-qualified applicants to be referred to the hiring manager for further consideration and possible interviews. We will notify you of the outcome after each of these steps is completed. After making a tentative job offer, we will conduct a suitability/security background investigation. Fair and transparent The Federal hiring process is set up to be fair and transparent. Please read the following guidance. Criminal history inquiries Equal Employment Opportunity (EEO) Policy Financial suitability New employee probationary period Privacy Act Reasonable accommodation policy Selective Service Signature and false statements Social security number request Required Documents Help You must provide a complete Application Package which includes: 1. Resume: A two-page maximum resume is required. Applicant guidance on the two-page resume requirement may be found at OPM.gov or at USAJ Resource Center. 2. Complete initial Eligibility Questionnaire: Your resume must demonstrate the quality of your work as it relates to the experience requirements outlined in the job announcement. 3. Other Supporting Documents. 4. If you are requesting a reasonable accommodation to the USA Hire Competency Based Assessments, submit documentation to support your request, including the Reasonable Accommodation Request Form found here. The following supporting documents are ONLY required if applicable to your personal qualifications or status. They must be received by the closing date of the announcement. 1. Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume. 2. SF-50: Current and former federal employees, including current and former DFAS employees, must submit their SF-50 (Notification of Personnel Action) reflecting their highest grade held on a permanent basis for at least 52 weeks, tenure, and appointment type. Failure to provide this document may result in disqualification. 3. Veterans Documentation: Click to review these authorities and documents verifying eligibility for a VEOA, VRA and/or 30% or more disabled veterans hiring authorities. 4. Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit. 5. You may submit a cover letter which will be forwarded to the selecting official with your resume. Your cover letter will not be used to verify your qualifications or eligibility. WARNING: Failure to submit a complete application package including any required documentation by 11:59 PM (EST) 01/28/2026, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant. If you are relying on your education to meet qualification requirements: Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education. Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

Full-time Description Finance Associate Full-time • Fully-Remote Performance Systems Development (PSD) is seeking a Finance Associate who not only excels in day-to-day accounting and accounts receivable operations, but also has a passion for data, systems, and process improvement. This role is ideal for someone who enjoys digging into numbers, building smarter workflows in Excel and QuickBooks Online, and helping evolve a growing Finance function through thoughtful analysis and reporting. In this role, you will balance essential accounting responsibilities with opportunities to drive insight, efficiency, and innovation across the department. What You'll Do Financial Reporting & Data Analysis Prepare and deliver accurate, complete, and timely monthly financial reporting for internal stakeholders. Analyze financial data to identify trends, discrepancies, or opportunities for improvement. Build and refine Excel-based reports, templates, and dashboards to support leadership decision-making. Support deeper department-wide data needs by collecting, cleaning, organizing, and interpreting financial and operational data. Accounts Receivable & Core Accounting Operations Prepare and issue accurate and timely customer invoices, coordinating with colleagues to ensure completeness. Track invoice status, follow up on outstanding items, and resolve discrepancies with clients or internal partners. Enter, review, and reconcile bank deposits and transfers to maintain alignment with accounting records. Assist with collection efforts in a professional and customer-centered manner. Systems, Process Improvement & Automation Actively use QuickBooks Online and related tools to streamline accounting workflows. Recommend new methods, tools, or automations to increase accuracy and efficiency. Help test and implement enhancements to financial systems, reporting formats, and data processes. Prepare supporting schedules, records, and reports for internal and external audits. This position reports to the VP of Finance and plays a key role in ensuring PSD's financial transactions are recorded accurately and timely, while also bringing forward new ideas, analytical insights, and a mindset of continuous improvement. About PSD Performance Systems Development is a national leader in building science and energy efficiency. Since our founding 25 years ago, we've grown to 100+ employees who are passionate about delivering creative, meaningful solutions that advance how buildings use energy. Our work centers around: High-impact energy efficiency programs that improve building performance. Workforce development and industry training. Innovative software solutions that manage and analyze energy efficiency data. What You Bring Associate's degree in Accounting, Finance, or a related field, or equivalent work experience. 1-2 years of experience in accounting or other data-intensive operations, with comfort collecting, cleaning, uploading, and interpreting data. Demonstrated proficiency using accounting systems (QuickBooks Online strongly preferred). Advanced computer skills, including a strong working knowledge of Microsoft Excel (functions, formulas, pivot tables, etc.). Curiosity and enthusiasm for learning new technologies, adapting to updates, and improving processes through automation or system enhancements. Strong attention to detail, organization, and accuracy. A collaborative spirit and desire to contribute to a Finance team that prioritizes accuracy, transparency, and continuous improvement. Additional Details Physical Demands: Frequent computer use requiring periods of sitting and close audio-visual concentration. Work Environment: Office work performed in a collaborative environment with a high degree of independence. Travel Requirements: No travel required for this position. Compensation & Benefits Salary: Competitive, commensurate with education, qualifications, and experience. Benefits: Health Insurance, 401K savings plan, Life Insurance, Long-Term Disability Insurance, Flexible Spending Accounts, Paid Holidays, Unlimited Sick Leave, Paid Parental Leave, and a Paid Benefit Time program. How to Apply Interested candidates should apply directly. PSD is not accepting applications from recruiters, 3rd party agencies, or outsourcing firms. Learn more about us at ********************* Diversity & Inclusion PSD strives to create a diverse and inclusive workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status or any other status protected by law. Performance Systems Development is an Equal Opportunity Employer. Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Salary Description $60,000-$70,000/year

Guggenheim Securities, the Investment Banking division of Guggenheim Partners, is seeking a Summer Analyst to join its Structured Products Origination team. Structured Products is a core focus area at Guggenheim, and the firm is a market leader in providing its clients with a broad range of financing solutions using securitization technology applied to a variety of traditional and non-traditional asset classes, including franchise royalties, IP rights, data centers, oil & gas assets, PACE assessments, tax liens and others. Securitization is a technology that, by combining and isolating assets with stable, predictable cash flows, enables an issuer to access attractive sources of financing when compared to traditional forms of debt. Securitization results in the tranching of cash flows generated by a pool of assets into one or more instruments which carry varying risk/reward profiles, called Asset-Backed Securities, and the subsequent sale of the resulting instruments to investors. Asset-Backed Securities are frequently categorized based on the underlying assets which back them, which range from the traditional (auto loans, student loans, credit card receivables, etc.) to the non-traditional (franchise royalties, tax liens, venture debt, etc.). Guggenheim ranks as the #1 underwriter of non-traditional asset-backed securities and has raised over $150 billion across 335+ transactions executed since 2014. Guggenheim and transactions we have led have won numerous awards in the last several years, including the S&P Platts Global Energy 2022 Financial Deal of the Year (oil and gas securitization for PureWest Energy) and 2020 Financial Deal of the Year (oil and gas securitization for Diversified Gas & Oil), the GlobalCapital 2022 Esoteric ABS Deal of the Year (C-PACE securitization for Greenworks Lending), 2021 “Esoteric ABS Bank of the Year”, 2020 “Best Securitization Bank of the Year”, 2019 “Most Innovative Securitization Bank of the Year”, and 2018 “Esoteric ABS Bank of the Year”. The role will be located in the firm's New York office. Essential Job Functions Support deal team in all aspects of securitization transactions across a variety of asset classes Help prepare marketing presentations, term sheets and rating agency materials Develop securitization cash flow models and perform portfolio and historical data analysis for various types of assets Conduct market research and industry review projects for new asset classes Develop and maintain databases and automated tools used by the team to track information such as transaction pricings, investor participation, etc. Preferred Qualifications Strong quantitative skills required Familiarity with MS Excel and MS PowerPoint required; previous experience with VBA within MS Excel or other coding/scripting experience a plus Detail-oriented, organized, with initiative and ability to multitask and work as part of a team Excellent written and verbal communication skills Resourcefulness, intellectual curiosity and enthusiasm Basic Qualifications Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Salary Details A salary based on an annual rate of $110,000 per year The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

We are seeking exceptional Summer Analysts to join our Private Capital Advisory, Investment Banking team in New York. Analyst interns will join our highly collaborative team responsible for providing advisory services to private equity firms with a strong emphasis on secondary advisory engagements and capital raising for private equity sponsors. The team advises private equity, private credit, infrastructure and real estate sponsors with a focus on GP-led secondary transactions such as continuation funds, while also advising investors on structured LP secondary transactions such as collateralized fund obligations. Team members will have the opportunity to work across the bank with our various sector partners. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on secondary advisory for private equity sponsors. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior analyst on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers, private equity sponsors, institutional investors as well as the ability to create meaningful relationships with junior bankers. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time analyst class from the internship program. Essential Job Functions Support deal teams in project management of live deals including tracking investor meetings, creation of marketing materials (confidential information memorandum, teaser) Support deal teams in financial and valuation analysis such as building fund-level waterfalls, fund-level exit projections and sensitivities Prepare client presentations and interacting with senior bankers, private equity sponsors and institutional investors Perform industry research and gain in-depth understanding of secondary market trends Develop an in depth understanding of secondary advisory deal process Preferred Qualifications Commitment to meet the demands of high volume and high-end client services Effective communicator - verbal, written and virtual Excellent analytical skills and attention to detail Strong interest in private markets, secondary advisory and capital raising for private equity sponsors Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in private equity Desire to join a rapidly growing, entrepreneurial platform Demonstrable experience with Microsoft Excel, PowerPoint and Outlook Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management Highly organized, with the initiative and ability to multitask and work with limited supervision on a team Basic Qualifications Must be on track to receive Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Salary Details A salary based on an annual rate of $110,000 per year The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.