Finance internship jobs in Utica, NY

Job Description New York Life empowers you to steer your career path, offering the support of a top-tier Fortune 100 company renowned in the financial services sector. As the number one mutual life insurance company in the US with the highest financial strength ratings, New York Life equips you with an array of products to cater to the clients' financial and protection needs, including life insurance, annuities, and investment products through NYLIFE Securities LLC. Enjoy the freedom to operate your practice from over 100 national offices or a detached location, marketing under the New York Life brand or your own career name with a DBA, as well as the ability to partially work remotely. New York Life invests in your growth with dedicated product and developmental support teams, leading industry learning platforms, and opportunities for specialization in areas like Retirement Planning and Business Planning. Drive your income with commission-based compensation, with top agents earning significant incomes. Benefits for full-time agents include medical, dental, vision, retirement plans, Roth 401(k), etc. New York Life has been safeguarding families and helping clients achieve their financial objectives for over 180 years as a mutual company accountable to policyholders, embracing a protection-first model of business. New York Life operates from the concept of Agape or "love put into action," seeking to truly serve clients and their families. Recognized for financial strength and commitment to diversity, New York Life is an Equal Opportunity Employer dedicated to providing value and protection to millions of lives. Please be aware that while this position utilizes a hybrid model, three days a week are IN OFFICE, in NY, and this is not a remote position. Compensation: $117,359 average yearly minimum Responsibilities: Recruit, interview, and hire qualified financial professionals Coach, train, and develop your current team of advisors Build your own team Create and maintain a team culture (hire and develop your advisors to maintain your team culture) Continually grow and improve as a leader Employ a comprehensive array of financial products and services, including life insurance, fixed and variable annuities, and mutual funds, when presenting clients with solutions Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals Deliver outstanding customer service to current clients, meticulously tracking all communications, strategies, and financial advice provided Assist individuals in implementing various financial recommendations, including life insurance, mutual funds, savings plans, and other financial products tailored to their needs Contribute to our high quality community culture in the office Qualifications: Must have one of the following: Executive or management experience Previously owned a business Business-minded background or experience MBA or equivalent master's degree Previous insurance industry experience Spanish, Portuguese, or other language fluency is beneficial Working knowledge of cultural markets is helpful Experience working in sales is required Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional Hold a variety of FINRA licenses 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

Our Firm American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary The Global Fixed Income Group at American Century Investments is looking for a sharp, critical thinker with a passion for investing, analysis, coding and big datasets. The work you do will directly contribute to enhancing the team's research capabilities and security selection algorithms. How you will make an impact Be mentored by a quantitative researcher and interact closely with a dynamic group of quantitative investment professionals. Lead a project aimed at improving our existing investment approach and/or analyze new opportunities. Gain real-world experience by working with a variety of financial datasets. What you bring to the team Rising senior undergraduate student majoring in Economics, Finance, Statistics, Computer Science, or other related disciplines. Understanding of, and interest in, global capital markets and investing. Coding experience is a must. Knowledge of Python or R is preferred. Experience with large-scale company financial data is strongly preferred. Ability to communicate technical findings and work within a team environment. Most of all, we are looking for someone who is curious and eager to learn about data-driven underpinnings of quantitative investing, and all the fun and challenging problems that go along with it. Here's Why You Should Choose ACI: Our interns receive competitive pay! As well as 401k eligibility for contributions We offer a Mentor Program: a designated mentor will be assigned to you during your time with us to provide career coaching and mentorship Access to Business Resource Groups that you can ally and participate with (Accelerate, Charlie Mike, Emerging Professionals, Enable, Pride, Mosaic) Casual dress code - you can be comfortable and express your unique self A robust social and philanthropic calendar of events hosted just for interns! Internship Structure: 10 Week Program 40 hours a week, between 8am-5pm. Location: New York, NY For New York based, the salary for this role is $30/hour. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more. Additional Requirements: Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. ©2019 American Century Proprietary Holdings, Inc. All rights reserved.

Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.

We are seeking a motivated and client-focused Financial Advisor to join a growing financial services firm in Troy, NY. This role is ideal for professionals who are passionate about helping individuals and families achieve their financial goals through personalized planning and investment strategies. For immediate consideration, please contact Carmen Warga in our Albany, NY office. Key Responsibilities + Build and maintain strong client relationships through proactive communication and financial guidance. + Develop customized financial plans, including investment, retirement, and insurance strategies. + Provide ongoing portfolio reviews and recommend adjustments based on client objectives and market conditions. + Stay current on financial products, market trends, and regulatory requirements. + Collaborate with internal teams to deliver exceptional client service. Qualifications + Active Series 6, 7, or 65 license (required). + Proven experience in financial advising, wealth management, or investment planning. + Strong knowledge of financial products and compliance regulations. + Excellent communication, interpersonal, and relationship-building skills. + Ability to work independently and manage a book of business. What's Offered + Competitive compensation structure (base + commission). + Comprehensive benefits package. + Professional development and growth opportunities. + Supportive team environment with access to industry-leading tools and resources. Requirements Qualifications + Active Series 6, 7, or 65 license (required). + Proven experience in financial advising, wealth management, or investment planning. + Strong knowledge of financial products and compliance regulations. + Excellent communication, interpersonal, and relationship-building skills. + Ability to work independently and manage a book of business. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be responsible, confident, self-motivated and a team player. The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring client records are up to date and accurate. The candidate must love to interact with clients. This is a supportive team environment which promotes personal career growth. Drawing on previous experience in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. **Essential Duties and Responsibilities** + Foster and support client relationships by liaising with clients, responding to requests and proactively problem solving + Support clients' general day-to-day administrative and trade requests in a timely and confidential manner + Be responsible for and support the team with paperwork, manage back-office correspondence, and handle the account opening process for new clients + Ensure all paperwork is completed correctly and in adherence with regulatory requirements; + Support the branch's growth of the overall business + Be responsible for all cash management and money movement within practice + Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content + Enter trades as requested + Process and follow up on security transactions and transfers + Handle incoming and outgoing phone calls with clients + Foster and support client relationships + Schedule appointments, meeting preparation and follow-up + Be willing to grow and take courses as required for regulatory purposes + Other duties as assigned **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating standard office equipment and using required software applications, such as Microsoft Suite, to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Preparing and delivering clear, effective, and professional presentations. + Identifying the needs of customers through effective questioning and listening techniques. + Organization with meticulous attention to detail + Social media platforms **Ability to** + Prioritize, multitask, work within time constraints and follow-up + Work within deadlines in a high-volume, pressure-oriented environment + Manage multiple deadlines and tasks + Work independently with minimal direction + Work in a team environment and demonstrate a professional and friendly manner + Display flexibility and willingness to assist others as required. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales and relationship management (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start date. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start date. _The Plattsburgh Raymond James office_ _and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._

·The Leveraged Finance & Debt Advisory Group is a rapidly growing and critically important strategic initiative for Guggenheim Securities. Over the past several years, the Leveraged Finance & Debt Advisory team has raised capital and acted as sole or lead-left arranger / bookrunner on numerous financing transactions for our public, private, and sponsor-backed clients. We partner seamlessly with our preeminent industry teams to provide clients with thoughtful capital structure solutions, tailored to meet their objectives. Typical transactions include structuring, marketing, and negotiating asset-based credit facilities, secured / unsecured loans, mezzanine, and HoldCo debt. In addition, on many of the firm's M&A transactions, the Leveraged Finance & Debt Advisory team serves as an integrated part of the deal team to support the acquisition financing package. The team also works with Guggenheim affiliates to provide committed financing for both syndicated and private debt issuances. Guggenheim's Associates play an integral role in the origination and execution of our financing transactions and have meaningful exposure to senior bankers and client representatives. Given this highly visible role and the technical nature of the group's assignments, team members will have the opportunity to develop a diverse set of financial, analytical and communication skills and gain experience working across the capital structure. We pride ourselves on the dedication we give to our team's development, which in turn helps assist in supporting and cultivating our growing team of Leveraged Finance & Debt Advisory bankers. Essential Job Functions Work hand-in-hand with senior Leveraged Finance & Debt Advisory bankers to evaluate, pitch, and execute financing transactions across the firm's industry and other product verticals Run day-to-day deal execution and project management on a range of financing transactions including credit due diligence, LBO / cash flow modeling, lender presentation creation, lender outreach and due diligence facilitation Develop and maintain complex financial models and research / prepare comparable financing analyses Analyze business fundamentals including review of company strengths and risks, current and pro forma capitalization, and historical and projected financial performance Help prepare and contribute to deal pitches including idea generation and identify, research, and analyze LBO and financing opportunities Lead junior banker development, mentorship, and training Monitor and present current trends in the debt capital markets and private equity landscape Preferred Qualifications 3 - 5 years of Leveraged Finance, M&A, Debt or Equity Capital Markets, Financial Sponsors, or similar such roles within an investment bank Will also consider individuals with experience in credit investing (BDC, direct lending, CLO) or other related credit roles Bachelor's Degree (Business / Economics concentration preferred, but not required) and / or Master of Business Administration from a distinguished academic institution Basic Qualifications Requires a minimum of a Bachelor's degree Significant modeling and valuation experience in professional setting Proficiency with MS Product Suite and familiarity with Thomson / Factset and Bloomberg Proven accounting, finance, and financial modeling capabilities Effective process management abilities, excellent analytical skills and strong written and oral communication skills Self-starter and entrepreneurial with the initiative and ability to grow with a rapidly expanding team SIE Exam, Series 7, Series 79 and Series 63 must be acquired within 150 days of employment Work Location Currently, this role is expected to be in the New York office at least 4 days per week. Salary Annual base salary between $175,000 and $200,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range 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 ************. Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities This internship will create a unique opportunity for a motivated student or early-career professional todrive innovation in the insurance industry using AI, automation, and modern development platforms.The intern will support business development initiatives by researching, prototyping, and demonstrating AI-enabled applications that address key pain points for brokers, carriers, and clients.Focus Areas AI Application Development: Build lightweight proof-of-concept apps tailored to insurance workflows (e.g., claims tracking, policy summarization, client service automation). Process Automation: Use orchestration platforms such as n8n and Azure Foundry to streamline repetitive tasks and enhance efficiency. Business Use-Case Development: Identify opportunities where tools like OpenAI and Claude can improve policy reviews, risk mitigation, claims, and client experience. Rapid Prototyping: Leverage Loveable, Visual Studio, and GitHub to quickly deliver and iterate on functional demos. Market Insights: Research AI adoption trends in insurance and propose scalable solutions for our business units. Learning OutcomesThe intern will gain hands-on experience with: Applied AI/LLMs: OpenAI, Claude, prompt engineering, retrieval-augmented generation. Automation Platforms: n8n, Azure AI Foundry workflows. Full Stack & Collaboration Tools: Loveable, Visual Studio, GitHub. Industry Knowledge: Insurance operations, risk management, compliance considerations. Business Development: Presenting AI solutions to internal stakeholders and external partners. Deliverables 2-3 AI app prototypes (claims, policy, or customer service focus). A playbook of AI business development opportunities for the insurance sector. Qualifications Must be equivalent of Junior or Senior class level 3.0 overall GPA is preferred Coursework towards degree completion in Software Engineering, Computer Science, Data Analytics, Business Information Systems, or a related area of study is preferred. Ability to use menu driven software in addition to Word and Excel programs Ability to work independently Good organizational and research skills Ability to manage multiple tasks efficiently Strong communication skills Committed to providing excellent customer service Be resourceful in supporting projects and tasks as needed Ability to work effectively and efficiently with team members All applicants must be 18 years of age or older

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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.

Financial Advisor The range for this position: Base Salary $75,000 for the first 12 to 15 months. After initial ramp up period, salary of $40,000 + commissions, position is also bonus eligible! This position is remote eligible! Who Are We? AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide! The Position: AmeriCU Credit Union is in search of a Financial Advisor who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. The Financial Advisor role will: Advise clients so they can live life, dream big and achieve financial success through a one-on-one relationship with a financial advisor committed to their needs. Our advisors are further supported by the banking convenience and products of AmeriCU Credit Union. Actively solicit new and existing investment portfolios and insurance solutions and deliver advice-based solutions catered to the individualized needs of each customer and with the client's best interest in mind. We have a well-established pipeline of financial center referrals and more than 125,000 existing member clients to ensure success. What You'll Do: As a Financial Advisor your primary responsibilities will include: Effectively source prospective clients, capitalize on referrals, assess customer needs through collaboration, utilize the full resources of AmeriCU Investments and the Credit Union to deliver highly customized solutions to meet client needs. Deliver advice to new and existing clients and earn their trust and respect, be solely responsible for successful client relationship management and successfully convert prospective clients into new clients. Recommend investment products and services that are suitable for members, prospects and clients based on their objectives, resources, time horizon, risk profile and preferences. Balance investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan. Seek the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client. Increase assets under management by offering robust investment and insurance solutions to clients. Ensure accuracy in completing required CRM and related paperwork to comply with standard procedures, regulatory requirements and firm policies. Maintain and document customer activity in Synapses on a daily basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations. Analyze and interpret portfolio performance reviews and make recommendations for potential changes. Extend the referral network for the organization by continuously looking for opportunities to establish relationships with potential clients. Identify members and business partners with additional profit potential and develop action plans to expand those relationships. Meets or exceeds defined sales and member/client retention goals. Provide a superior level of service and support to all members and clients. Perform other related duties as assigned including providing guidance and training to less experienced financial advisors and assisting in member service and operational activities. Educate, coach and support member relationship advisors on ACM services in assigned region. Complete Member Information Form for each prospective client (member and non-member), submit to Chief Experience / Compliance Office as directed. Come grow with us! Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits: Competitive rates on our Medical, Dental and Vision plans Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU's High Deductible Health plans Paid Holidays Paid Time off Employee Appreciation Events 401(k) Matching after 1 year of employment Employee Assistance Program Tuition Reimbursement for Full-time employees after 1 year of employment Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees Enhanced Short Term Disability - at no cost to you! Get to know us more by clinking on the links below. See why YOU should choose AmeriCU! ***************************************** ************************************

Job Description Established in 1975, Child Care Solutions is a not-for-profit organization dedicated to providing information and resources to parents, providers, employers, and community leaders in Onondaga and Cayuga Counties (NY) who are seeking solutions to their child care needs. Child Care Solutions believes that high-quality child care is a vital community resource that supports families, enhances economic productivity, and nurtures children's growth. Presently, CCS is seeking an experienced, Financial Specialist II to join our Syracuse, NY based Finance Team team. The Financial Specialist II is responsible for gathering and monitoring financial data, preparing accurate grant billing and reconciliations under the direction of the Finance Director, assist in conducting internal audits, and ensure compliance with accounting regulations and support the agency's financial decisions. Responsibilities: Assist the Finance Director with all aspects of the agency's fiscal operation and payroll and benefits administration in compliance with agency Finance Policies & Procedures and GAAP. Assist the Finance Director with providing necessary documents for the annual agency independent financial audit. Assist the Financial Director with the preparation of the agency annual budget. Maintain a written chart of accounts developed by the Finance Director. Maintain agency accounting information system and ensures software updates are implemented. Post required journal entries, created by the Finance Director, prepares formal written reconciliations of balance sheet accounts monthly. Review aged accounts receivable and brings overdue accounts to the attention of the Finance Director for further action. Prepare annual 1099 reports and filings, maintains the customer W-9 information. Reconcile general ledger accounts on a monthly basis and ensure accuracy of financial data. Reconciles agency bank accounts. Prepare monthly contract voucher billings and accounts receivable sales invoices. Maintains accounts payable records and assists with month-end closing tasks. Manage agency purchasing activities, including creating purchase orders and obtaining quotes. Monitor vendor contracts and ensure purchases comply with internal and external policies. Track deliveries, match purchase orders with invoices, and resolve discrepancies. Collaborate with program directors to understand procurement needs and maintain cost-effective purchasing. Requirements Qualifications: Bachelors' Degree in Accounting, Finance, or Business Administration 2 years' accounting and budgeting experience Proficiency in accounting information systems, Excel and MS Office Mastery of accounting practices and procedure including experience in budget development Effective oral and written communication skills Ability to plan, prioritize and work independently, Attention to detail, analytical ability Ability to work with people from a wide range of economic, ethnic and cultural backgrounds Put your financial expertise to work supporting children and families in our community. Join our dedicated team and help strengthen our mission to provide quality childcare and lasting impact-apply today! Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development

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.

Full-time Description JOB SUMMARY: Prepares all work related to Accounting/Finance as requested by the Director of Finance, Department Heads, Managers, Administrators, and Physicians. DUTIES & RESPONSIBILITIES: Compiles monthly financial statements; Responsible for daily cash management of all accounts, including transfers; Creates monthly reports and financial spreadsheets for Finance Committee, Board of Directors and Shareholders; Reconciles bank statements; Develops proforma, financial statements for new ventures and equipment purchases; Prepares and analyzes statistical, budget, and overtime reports for Department Managers, Administration and Physicians; Invoice preparation for contracted companies; Complete daily/monthly requests for financial information from Directors, Administration, Managers, and Physicians in a timely manner; Complete various annual MGMA surveys; Calculate year-end collection ratios, professional components, MGMA physician charges, & RVU rankings; Assist the Director with the annual members report; Update monthly lease payments. May be exposed to hazardous drugs. Attends OSHA training upon initial employee orientation and annually completes an OSHA competency. RELATIONSHIP WITH OTHERS: Deals directly with the Director of Finance in relationships to the functions of the Finance Department. Requirements EDUCATION/EXPERIENCE/KNOWLEDGE: B.S. in Accounting and a minimum of two-year's experience as a Financial Analyst or like position. Has working knowledge with Excel, Access and Sage100. Experience with Crystal Reports, and Timeclock preferred. PHYSICAL REQUIREMENTS: Requires sitting, standing, bending, and reaching. May require lifting up to 20 pounds. Requires manual dexterity sufficient to operate standard office equipment such as computer, fax, calculators and telephone. Salary Description $53,892.80 - $92,352.00 annually

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

Mon-Fri 9a-5:30p **Mission Statement:** ·We, St Joseph's Health and Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities. **Vision:** ·To be world-renowned for passionate patient care and outstanding clinical outcomes. **Core Values:** ·In the spirit of good _Stewardship,_ we heal by practicing _Justice_ in fostering right relationships to promote common good, _Reverence_ in honoring the dignity of every person, _Excellence_ in expecting the best of ourselves and others; _Integrity_ in being faithful to who we say we are. **Functional Role** Experienced in processing financial clearance for complex services including surgical services, observation, and in-house cases. Minimum of five (5) years of financial clearance / authorization experience in an acute care setting. Experienced in complex facility based ancillary testing across multiple facilities/states. Responsible for complex, high-dollar services including surgical, observation and in-house services working in multiple areas of verification including outpatient verification, elective short procedure / inpatient verification, & urgent admission verification or scheduling. **Minimum Qualifications** + High School Diploma or equivalent. + Two (2) to Five (5) years experience in area of expertise such as scheduling, financial clearance, or patient access. + National certification in HFMA CRCR or NAHAM CHAA required within one (1) year of hire. + Must be proficient in the use of Patient Registration/Patient Accounting systems and related software systems. **Additional Qualifications (nice to have)** + Associates Degree, preferred. + Comprehensive knowledge of scheduling with mastery in at least three (3) or more modalities and insurance verification processes with three (3) years scheduling experience in an acute care setting + Experience in complex facility based ancillary testing across multiple facilities/states + Strong knowledge of third-party and government payer billing and reimbursement guidelines as well as department performance standards and policies and procedures. **Physical & Mental Requirements & Working Conditions** + Exposure to conditions which may be considered unpleasant to sight, touch, sound & / or smell. Occasional + Exposure to fumes, odors, dusts, mists & gases, biohazards / hazards (mechanical, electrical, burns, chemicals, radiation, sharp objects, etc.). Occasional Exposure to or subject to noise, infectious waste, diseases & conditions. Occasional + Exposure to interruptions, shifting priorities & stressful situations. Frequent Ability to follow tasks through to completion, understand & relate to complex ideas / concepts, remember multiple tasks & regimens over long periods of time & work on concurrent tasks / projects. Continuous + Ability to read small print, hear sounds & voice / speech patterns, give / receive instructions & other verbal communications (in-person & / or over the phone / computer / device / equipment assigned) with some background noise. Continuous + Perform manual dexterity activities & / or grasping / handling. Frequent Ability to climb, kneel, crouch & / or operate foot controls. Occasional + Use a computer / other technology. Continuous + Sit with the ability to vary / adjust physical position or activity. Continuous Maintain a safe working environment & use available personal protective equipment (PPE). Frequent + Comply with Trinity Health's Code of Conduct, policies, procedures & guidelines. Continuous + Ability to provide assistance in the event of an emergency. Occasional Pay Range: $19.20-28.80 Pay is based on experience, skills, and education. Exempt positions under the Fair Labor Standards Act (FLSA) will be paid within the base salary equivalent of the stated hourly rates. The pay range may also vary within the stated range based on location **Our Commitment** Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law. Our Commitment to Diversity and Inclusion Trinity Health is a family of 115,000 colleagues and nearly 26,000 physicians and clinicians across 25 states. Because we serve diverse populations, our colleagues are trained to recognize the cultural beliefs, values, traditions, language preferences, and health practices of the communities that we serve and to apply that knowledge to produce positive health outcomes. We also recognize that each of us has a different way of thinking and perceiving our world and that these differences often lead to innovative solutions. Our dedication to diversity includes a unified workforce (through training and education, recruitment, retention, and development), commitment and accountability, communication, community partnerships, and supplier diversity. EOE including disability/veteran

As a successful Baseball Operations Intern, you will learn how to assist with all phases of tournament operations including game day and event operations, online streaming, and social media at Cooperstown All Star Village in Oneonta, NY. About Cooperstown All Star Village: Cooperstown All Star Village is a state-of-the-art sports complex located in Oneonta, NY. Cooperstown All Star Village specializes in youth baseball tournaments that bring teammates, coaches, and families together through our Big-League Experiences. We are committed to maintaining the values and experience gained from playing the game, while making sure there's a whole lot of fun along the way. Compensation: $16.00 per hour Responsibilities: Assist the staff with the execution of youth baseball tournaments at a world-class facility. Responsible for entering all scores, stats, and data from all baseball games. Assist with Field Operations. This includes Dugouts, Turf maintenance, Scoreboards and Coolers. Assist with game rulings and tournament logistics. Create and organize Opening and Closing Day Packets and distribute commemorative rings. Answer questions from coaches, parents, and players throughout the tournament season. Communicate any issues, updates, and logistics to other operation staff members. Assist customers at the Information Booth located in the middle of the complex. Troubleshoot any issues with scoreboards at the fields and for online streaming. Schedule, support, update, and report issues pertaining to Pixellot. (online streaming partner) Ensure Pixellot (online streaming partner) is started and ended correctly for each game. Responsible for organizing all uniforms, uniform bags, and baseball buckets for each event. Always convey and maintain a high level of professionalism while providing extraordinary external and internal customer service. Absorb training and demonstrate the initiative, desire, and drive to help uphold the values established by the Cooperstown All Star Village brand, working with staff to achieve objectives effectively and efficiently while providing a once-in-a-lifetime experience for participants. Qualifications: Required: Prior work experience in customer service environment. An outgoing/friendly personality with excellent communication skills, strong initiative, and high-energy. Strong detail-orientation, with ability to problem-solve. Good time-management skills. Work Schedule will vary; nights and weekends will be required based on business needs. Working Conditions/Special Physical Requirements: Regular lifting of heavy items of 20 pounds or more. Exposure to extreme heat or cold.

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.

Guggenheim Securities' Capital Structure Advisory Group is a leading advisor to companies, creditors, investors, shareholders, and other constituents, navigating complex financial situations and financial distress, including comprehensive balance sheet recapitalizations, liability management transactions facilitated via amendment, exchange and consent solicitation, chapter 11 restructurings, distressed financings and distressed M&A. Recent transactions include Lumen, MultiPlan (nka Claritev), Azul Brazilian Airlines, Rite Aid, Hawaiian Electric, Hertz, Family Dollar, and the FDIC regarding the resolutions of First Republic Bank and Silicon Valley Bank. Guggenheim Securities Investment Banking unit is seeking Summer Associates to join the Capital Structure Advisory Group. 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 and technical ability coupled with strong interpersonal and communications skills. Essential Job Functions Identifying, researching and analyzing liability management, restructuring, distressed M&A and financing opportunities. Evaluating and developing capital structure solutions and strategic alternatives for clients. Developing, maintaining and reviewing complex financial models and valuation analysis. Performing client due diligence. Preparing information memoranda and other transaction-related documentation. Preparing and contributing to delivery of client presentations and supporting deal teams in developing and maintaining financial models. Managing and developing junior resources. Preferred Qualifications 2-5 years of work experience. Core modeling and valuation experience. Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management. Highly organized, with the initiative and ability to work with limited supervision. Excellent analytical skills and attention to detail. Strong written and oral communication skills. Effective process management abilities. 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 an MBA or JD from a top university. Must be on track to graduate in either 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 DescriptionDescription: JOB SUMMARY: Prepares all work related to Accounting/Finance as requested by the Director of Finance, Department Heads, Managers, Administrators, and Physicians. DUTIES & RESPONSIBILITIES: Compiles monthly financial statements; Responsible for daily cash management of all accounts, including transfers; Creates monthly reports and financial spreadsheets for Finance Committee, Board of Directors and Shareholders; Reconciles bank statements; Develops proforma, financial statements for new ventures and equipment purchases; Prepares and analyzes statistical, budget, and overtime reports for Department Managers, Administration and Physicians; Invoice preparation for contracted companies; Complete daily/monthly requests for financial information from Directors, Administration, Managers, and Physicians in a timely manner; Complete various annual MGMA surveys; Calculate year-end collection ratios, professional components, MGMA physician charges, & RVU rankings; Assist the Director with the annual members report; Update monthly lease payments. May be exposed to hazardous drugs. Attends OSHA training upon initial employee orientation and annually completes an OSHA competency. RELATIONSHIP WITH OTHERS: Deals directly with the Director of Finance in relationships to the functions of the Finance Department. Requirements: EDUCATION/EXPERIENCE/KNOWLEDGE: B.S. in Accounting and a minimum of two-year's experience as a Financial Analyst or like position. Has working knowledge with Excel, Access and Sage100. Experience with Crystal Reports, and Timeclock preferred. PHYSICAL REQUIREMENTS: Requires sitting, standing, bending, and reaching. May require lifting up to 20 pounds. Requires manual dexterity sufficient to operate standard office equipment such as computer, fax, calculators and telephone.