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  • Financial Analyst

    LHH 4.3company rating

    Finance internship job in Wilsonville, OR

    Operations Financial Analyst Compensation & Benefits Base Salary: $85,000-$100,000, depending on experience Medical, Dental & Vision: Employer-paid for employees and dependents 401(k): 100% match on the first 3% contributed, then 50% match on the next 3% Time Off: 15 days PTO + 7 paid holidays About the Role The Operations Financial Analyst is a key business partner to Operations and Project Management, responsible for analyzing financial performance across a portfolio of construction projects, developing and monitoring budgets, and delivering clear, actionable insights to both financial and non‑financial stakeholders. This role is especially critical as the organization moves through post-acquisition change and process improvements, helping to establish scalable reporting and forecasting routines. Key Responsibilities Project Financial Analysis: Review project budgets, expenses, forecasts, and profitability across a book of construction projects; identify trends and drivers to support decision‑making. Budgeting & Forecasting: Develop and monitor budgets at the company and project levels; collaborate with Estimating and PMs to align assumptions and timelines. Variance Analysis & Storytelling: Prepare and present variance analyses comparing expected vs. actuals; translate results into concise, business-friendly explanations for PMs and leadership. Cross‑Functional Partnership: Work closely with Project Managers, Estimators, Accounting (GL/AP/AR/Payroll), and Operations to provide timely financial guidance and recommendations. Process Improvement: Support and help lead ongoing process and reporting enhancements to increase accuracy, speed, and consistency (particularly during the transition to new processes). Reporting & Tools: Build and refine reports/dashboards using Sage 300, Prophix, and Excel to drive visibility on cost, margin, cash flow, and schedule impacts. Qualifications Must‑Haves 3-5+ years of Finance and/or Accounting experience with a strong focus on project analysis and budgeting Advanced Excel skills (pivot tables, VLOOKUP, and complex formulas) Proven ability to distill complex financials into clear, actionable narratives for non‑financial audiences Understanding of the construction project life cycle (bids/estimates, WIP, percent‑complete, change orders, close‑out) Nice‑to‑Haves Construction industry experience Experience with Sage 300 and Prophix Equal Opportunity 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 or expression, national origin, disability, protected veteran status, or any other characteristic protected by law. We provide reasonable accommodations to individuals with disabilities throughout the recruitment process.
    $85k-100k yearly 3d ago
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  • Financial Analyst

    Net2Source (N2S

    Finance internship job in Beaverton, OR

    Title: Finance Analyst 2 Duration: 8+ months contract Payrate: $42/hr on w2 Who You will work with We are seeking a Finance Analyst who will partner with the Product Merchandising organization to drive sustainable and profitable growth for a segment of the business through the product creation lifecycle. We need someone to partner with both Finance partners (Revenue and Margin Finance) and cross-functional partners (Product Management, Development, and Merchandising). WHO WE ARE LOOKING FOR We need a self-starter who can deliver results in ambiguous situations using strategic and financial insights, both written and visual, to help influence cross-functional partners. The candidate needs to have strong attention to detail and the ability to translate financial metrics across a wide range of cross-functional audiences. We are also seeking a team player who is curious to learn and driven to develop their skillset. Requirements for the role include: ● Bachelor's degree or higher in Finance, Accounting, Business or a closely related field. MBA a plus. ● Advanced level proficiency in Microsoft Excel and PowerPoint. ● Demonstrated ability to complete quantitative and qualitative analysis and to run financial models. ● Proven experience in effectively supporting and working with senior leadership. ● 2-4 years' experience in financial analysis, financial/strategic planning, accounting and/or budgeting preferred. What will you work on: First and foremost, you will be the main finance partner for the Product Creation teams and have a seat at the table with leadership for a segment of the business. In addition: ● You will partner with our Product Teams to translate strategic margin targets into seasonal margin plans while ensuring alignment with leadership. ● You will proactively identify the financial implications of product decisions and articulate solutions that meet the needs of business partners. ● You will work across the broader Margin Planning team to help drive projects that improve overall margins. ● You will track margin attainment each season and work with the product teams on scenario plans to improve margin. ● You will provide ad hoc margin analysis to the team and be a strategic business partner to influence price, cost and demand.
    $42 hourly 1d ago
  • Financial Planning & Analysis (FP&A) Intern (Co-Op) - December 2025 - June 2026

    PCC Talent Acquisition Portal

    Finance internship job in Lake Oswego, OR

    This is your chance to gain invaluable on-the-job experience while getting an introduction to our collaborative and exciting culture. Essential Duties and Responsibilities Assignments will include exposure to capital assets, management reporting, direct interaction with international locations, use of Oracle Cloud EPM and various other tasks to support department operations. The students will: • Apply principles learned in school to hands-on situations • Work within specifications provided to meet project goals and objectives in a timely and accurate manner • Identify and recommend process improvements for specified projects • Attend training sessions and other appropriate educational opportunities • Perform or review systems analysis, testing and documentation for existing processes • Take ownership and responsibility for identified projects • Participate with peers, project team members and other departments on a regular basis • Prepare and distribute weekly Division reporting Qualifications • Current student pursuing a bachelor's degree in finance/accounting or related fields • Demonstrated results-driven leadership • Critical problem analysis, decision making and analytical abilities • Strong interpersonal skills with excellent written and verbal communication skills • Integrity • Prefer GPA of 2.8 or above
    $29k-37k yearly est. 57d ago
  • 2027 Tax Season Intern

    Aldrich CPAs + Advisors LLP

    Finance internship job in Portland, OR

    Are you an undergraduate or graduate student looking to get experience in public accounting? All of our interns have the opportunity to work within our Promoting Opportunities & Outstanding Leaders (POOL) program which provides exposure to tax, audit, and consulting. Our tax season interns work alongside our tax teams and get hands-on experience within a variety of different industries. It is our belief that by providing broad exposure to the variety of services and niches within our firm, our interns and future staff will be better equipped to effectively serve our clients. Why Aldrich Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Check out more about Aldrich at ***************************** Requirements You'll Get a Chance To * Develop a broad understanding of complex accounting and auditing concepts * Identify and communicate accounting and auditing matters to senior associates and managers * Review and evaluate internal control systems, policies, and procedures * Examine and organize accounts and tax records * Compute taxes owed according to prescribed rates, laws, and regulations * Assist in conducting tax research, studies, and special projects What You Bring to the Team * Expected or completed Bachelor's degree in Accounting, Business, Finance, or Economics from an accredited college/university * Superior communication skills * Excellent research and writing skills * Ambitious with a desire to continually improve What You Should Know Aldrich's Tax Season Internship runs from January to April. The schedule of the tax season internship will be heavily dependent on your class schedule, but you will be expected to work on average 25 hours per week, not to go below 20 hours per week. This is a temporary non-exempt position and will be required to be in person. As a temporary employee, with the exception of 401(k), you will not be eligible for employee benefits. This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $25.00-$30.00 per hour. We value strong academic performance as part of our hiring process. Please submit your unofficial transcripts when applying, as they are a key part of our evaluation. We may also ask for updated transcripts later in the process, and if your academic performance doesn't reflect the standards we consider during hiring, we may adjust our decision. To Apply Please submit your resume, a brief cover letter, and a copy of your updated collegiate transcript(s) (unofficial transcripts are acceptable). If these are not submitted, your application may not be considered. Be sure to upload all documents in PDF format. The internship position is available in-person in our Lake Oswego or Salem offices. Your preferred location will be discussed during the interview process. We will take your location preference into consideration. We're grateful for your interest. As our spring recruiting season runs for several months, application reviews may take additional time. We'll reach out once we've completed our evaluation. #LI-DNI
    $25-30 hourly 22d ago
  • 2026 Forestry Finance Internship - Emerging Talent Summer Experience Program

    JPMC

    Finance internship job in Portland, OR

    Become an integral part of our JPMorganChase team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves. This position is an essential part of the team. As a Timberland Finance Intern within Campbell Global, you will work closely with our Portfolio Management and Strategic Solutions groups and will assist in building financial models to evaluate timberland investments, as well as support our client relations activities. You will be expected to be available to work full time, starting from early June 2026 and for a period of up to 9 weeks. Job responsibilities: Assist in the development and maintenance of detailed financial models for acquisitions, dispositions, and ongoing management. Analyze and interpret timberland asset and market data to assess investment opportunities. Conduct sensitivity and scenario analyses to evaluate the impact of various assumptions and outcomes. Support the client relations team in the preparation of quarterly reports, presentation materials, and ad hoc analyses. Participate in client meetings and calls, capturing key points and aiding in follow-up communication. Assist in resolving client queries and concerns in a timely and professional manner. Required qualifications, capabilities, and skills: Currently pursuing or recently completed a Bachelor's or Master's degree in Finance, Economics, Accountancy or related field. Ability to address complex issues through analytics. Strong proficiency in Microsoft Excel and financial modeling. Broad knowledge of finance and investment topics relevant to investing in timberland and advising institutional investor clients Strong interpersonal communication and team skills. Ability to effectively communicate complex concepts and results verbally, graphically and in writing. Preferred qualifications, capabilities, and skills: Experience with accounting and taxation. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
    $29k-37k yearly est. Auto-Apply 60d+ ago
  • Organizational Change Management (OCM) Intern

    Maximus 4.3company rating

    Finance internship job in Portland, OR

    Description & Requirements The OCM Intern will assist the CDIO organization in implementing change management strategies that help employees adapt to organizational changes. This internship is designed for individuals eager to learn about structured change methodologies and gain hands-on experience in supporting enterprise transformation initiatives. You will work closely with experienced practitioners and project teams to contribute to communication, training, and stakeholder engagement activities. Additionally, the selected intern will gain knowledge of general business principles, corporate organizational structure and government process improvement. Throughout the summer, you will have the opportunity to meet, interact, and collaborate among various project teams, consultants, senior management, executives and peers. Guidance and training on operations standards and protocols will be provided by the Manager. BENEFITS / COMPENSATION: Hourly pay range is competitive and commensurate with education and experience. Interns are eligible for benefits. All computer equipment and access to digital systems will be provided to the hired candidate. Students may also complete the internship for academic credit, subject to the qualifications of their academic program. PROGRAM DETAILS: This position requires a commitment of 40 full-time hours per week, with availability during usual business hours (8AM-6PM ET), for the duration of a 10-week summer program: starting Tuesday, May 26th and ending Friday, August 7th, 2026 Essential Duties and Responsibilities: - Provide data analysis support to project and operations management. - Perform routine administrative functions. - Assist in special projects across various operational departments. - Work on assignments that are moderately difficult and escalate issues to management. - Assist with ad-hoc reporting. Key Responsibilities • Support Change Initiatives: Assist in applying change management frameworks and tools under the guidance of senior team members. • Impact & Readiness Analysis: Help gather data for impact assessments and readiness evaluations. • Communications & Training: Contribute to drafting communication materials and preparing training content; assist in scheduling and coordinating sessions. • Documentation & Reporting: Maintain organized records of change activities and help prepare progress reports. • Collaboration: Participate in team meetings and support project managers with administrative tasks related to change management. • Research & Best Practices: Explore industry trends and share insights to improve processes. Minimum Requirements - Currently enrolled in an accredited college or university and pursuing a college degree in a related field. - Must have completed a minimum of 2 years of coursework. - Skilled in standard computer applications and platforms such as Outlook and MS Office Suite, PowerPoint, and Excel. - Demonstrated ability to juggle multiple priorities with superior attention to detail. - Ability to perform comfortably in a fast-paced, deadline-oriented work environment. - Strong interpersonal communication, teamwork, and customer service skills. Currently pursuing a bachelor's or master's degree in business, Organizational Development, Communications, Psychology, or related field. Strong written and verbal communication skills. Detail-oriented with good organizational abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Also preferred: Interest in change management principles (e.g., Prosci, ADKAR). Familiarity with HR technologies or enterprise systems is a plus. EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 21.32 Maximum Salary $ 31.27
    $42k-74k yearly est. Easy Apply 7d ago
  • Financial Advisor & Planner - Personal Strategy

    Empower Retirement 4.3company rating

    Finance internship job in Portland, OR

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Financial Advisor & Planner on the Personal Strategy team assists Empower's Personal Wealth investment clients on a wide range of financial matters. The Financial Advisor effectively communicates clients' portfolio strategies and provides guidance on a variety of financial planning topics. What you will do Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness Take the lead on comprehensive relationship management via phone conversations, email communication, and in-person meetings Act as a liaison between clients and Empower's Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions Deliver client education on investment philosophy and capital market functionality Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning Work with the Financial Planning Specialist Team, who assist clients & advisors with more complex planning issues Coordinate with the Operations Team on client-related administrative issues What you will bring Bachelor's degree or extensive industry experience required Experience with direct high-net worth client communication within the investment advisory field High-level knowledge of current investment products and industry services Proven track record in relationship management and customer satisfaction FINRA Series 65 required What will set you apart CFP preferred The ability to compare and contrast the benefits and suitability of different investment options and products Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment Strong interpersonal skills, team-oriented, and collaborative ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $59,700.00 - $84,300.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
    $59.7k-84.3k yearly Auto-Apply 7d ago
  • Financial Advisor - Hillsboro, OR

    Country Financial 4.4company rating

    Finance internship job in Hillsboro, OR

    We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing. #LI-Agency
    $60k-90k yearly est. Auto-Apply 7d ago
  • 2027 Tax Season Intern

    Aldrich-Campus Recruiting

    Finance internship job in Lake Oswego, OR

    Job DescriptionDescription: Are you an undergraduate or graduate student looking to get experience in public accounting? All of our interns have the opportunity to work within our Promoting Opportunities & Outstanding Leaders (POOL) program which provides exposure to tax, audit, and consulting. Our tax season interns work alongside our tax teams and get hands-on experience within a variety of different industries. It is our belief that by providing broad exposure to the variety of services and niches within our firm, our interns and future staff will be better equipped to effectively serve our clients. Why Aldrich Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Check out more about Aldrich at https://aldrichadvisors.com/. Requirements: You'll Get a Chance To Develop a broad understanding of complex accounting and auditing concepts Identify and communicate accounting and auditing matters to senior associates and managers Review and evaluate internal control systems, policies, and procedures Examine and organize accounts and tax records Compute taxes owed according to prescribed rates, laws, and regulations Assist in conducting tax research, studies, and special projects What You Bring to the Team Expected or completed Bachelor's degree in Accounting, Business, Finance, or Economics from an accredited college/university Superior communication skills Excellent research and writing skills Ambitious with a desire to continually improve What You Should Know Aldrich's Tax Season Internship runs from January to April. The schedule of the tax season internship will be heavily dependent on your class schedule, but you will be expected to work on average 25 hours per week, not to go below 20 hours per week. This is a temporary non-exempt position and will be required to be in person. As a temporary employee, with the exception of 401(k), you will not be eligible for employee benefits. This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the internship is $25.00-$30.00 per hour. We value strong academic performance as part of our hiring process. Please submit your unofficial transcripts when applying, as they are a key part of our evaluation. We may also ask for updated transcripts later in the process, and if your academic performance doesn't reflect the standards we consider during hiring, we may adjust our decision. To Apply Please submit your resume, a brief cover letter, and a copy of your updated collegiate transcript(s) (unofficial transcripts are acceptable). If these are not submitted, your application may not be considered. Be sure to upload all documents in PDF format. The internship position is available in-person in our Lake Oswego or Salem offices. Your preferred location will be discussed during the interview process. We will take your location preference into consideration. We're grateful for your interest. As our spring recruiting season runs for several months, application reviews may take additional time. We'll reach out once we've completed our evaluation. #LI-DNI
    $25-30 hourly 15d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance internship job in Portland, OR

    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.
    $51k-87k yearly est. Auto-Apply 20d ago
  • Entry Level or Experienced Financial Advisor

    Pacific Capital Resource Group 4.2company rating

    Finance internship job in Lake Oswego, OR

    About Us: Pacific Capital Resource Group, Inc. is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. We are seeking high caliber individuals who will succeed in a fast-paced, dynamic environment. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. We provide superior support and compensation for entry-level advisors and experienced Financial Planners. Job Description To assist up-scale and emerging up-scale individuals to meet long-term financial goals such as retirement, college tuition, and estate planning, with heavy emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. For small businesses, we also design and implement 401(k) and other retirement plans, with special emphasis on Selective Benefit Plans for highly-compensated employees and owners. Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s). Salary plus commission plus bonuses upon completion of proper licensing. Full benefits . Qualifications Job Requirements · Bachelor's degree or higher; financial services, finance, economics, business administration, accounting or law preferred. · Track record of success in academic and/or career endeavors. · Can handle long hours and rigorous training. · Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks as well as drug testing. Applicants must have lived in the greater Portland Metro area for three years or more. Additional Information Our Culture: Pacific Capital is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they do and also want to inspire that work ethic into those around them. We are hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. At Pacific Capital we also believe that if there is a reason to celebrate, it calls for a celebration, whether it is on a Monday morning meeting, free time after work, or an awards ceremony. Our Training Program: We know that training and education matter. The education and resources we provide lead to confidence, and confidence leads to achievement, which is why development of new advisors and the growth of seasoned advisors is so important. A combination of a 3-month training/internship along with an award-winning training program led by the industry's most qualified professionals, we help build a plan for your professional development as well as your success. Our advisors are given time and resources to begin earning professional designations to advance within the industry, including the Certified Financial Planner, Chartered Financial Consultant, Masters of Science in Financial Services and Certified Life Underwriter. To inquire and/or apply, please follow the directions on this site or feel free to contact Andy Ouellette, Recruiting Specialist directly by phone at: ************** Ext: 240 and for more direct contact information, please visit our website below and click on the "Career Opportunities" tab. Please answer the following questions in your application: Have you completed your bachelor's degree? If not, when will you graduate? How many years have you lived in the greater Portland, OR Metropolitan area? Are you authorized to work in the U.S. without requiring sponsorship? Website: ************ Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | ************ 1312072RM-Sep17
    $45k-84k yearly est. 22h ago
  • Internship - Nursing Leadership

    Marquis Companies 4.5company rating

    Finance internship job in Portland, OR

    Nursing Leadership Intern (Paid Internship) Make a Real Impact While Building Your Career This paid internship is designed for students interested in a healthcare career-particularly those aspiring to become geriatric nurses. It offers a firsthand look into the dynamic world of senior services and post-acute care. What You'll Do: * Gain hands-on experience by rotating through key departments like nursing, therapy, social services, admissions, and dietary services. * Shadow experienced nurse leaders (including Director of Nursing, Pharmacy Nurse Consultants, and Nurse Practitioners) to understand day-to-day leadership and clinical responsibilities. * Collaborate with interdisciplinary teams in post-acute and community-based care. * Receive hands-on mentorship and leadership development rooted in person-centered care. * Lead a special project that brings a senior's wish to life Why Marquis? We help people live the best rest of their lives. Our mission is rooted in connection-between residents, families, staff, and community. Join us and experience a company that values your growth, celebrates your contributions, and champions excellence. Internship Schedule: * In Person (no remote or hybrid options available) at one of our Post Acute Rehab Facilites * Monday through Friday, primariliy 8:00 a.m. - 5:00 p.m. * some days may have variable start and end times depending on site need and/or assigned activities Upcoming internship dates: * September 29th - December 5th * January 5th - March 13th * We can adjust dates upon request in order to meet your University's requirements. Qualifications * Currently enrolled in a Nursing Program with an accredited college/university degree program * Desire to work in Geriatric Nursing * Excellent verbal and communication skills. * Completion of all application steps listed below Please complete the below steps to be considered for the Internship Program: * Upload a resume combined with a cover letter to the application. This must be one combined document to upload properly. * Email (up to 2) written letters of recommendation from either current/former supervisors or college faculty to Isabel Taylor at *****************************. These can be sent after you have applied for the internship. EEO Statement "Be here. Be you." For more than 30 years, Marquis Companies and Consonus Healthcare have been serving seniors and welcoming staff of all backgrounds, skills, and perspectives. The Marquis family of companies offer a rich heritage of embracing differences and honoring individuality. We've continued to grow in our appreciation of diversity in the workplace. We know it builds strength, drives innovation, and brings valuable new perspectives and energy. We're committed to making our workforce an even greater reflection of the people and communities we serve, and we are honored our employees have chosen to work at Marquis and Consonus. Everything we do as a company is driven by our mission to help those we serve, and each other, live the best rest of our lives. That means you being you - without apology or compromise. We value your every uniqueness and continue to curate, nurture, and sustain an inclusive culture. It's the foundation of who we are and the evolution of our collective future.
    $32k-39k yearly est. Auto-Apply 39d ago
  • Sr. Personal Financial Representative (Sr. Personal Banker)

    Gesa Credit Union

    Finance internship job in Vancouver, WA

    Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. Training Location Notice: Please note: Initial training for this position will be held at an alternate company location. Candidates must be able to attend onsite training at 5101 NE 82nd Ave, Suite 200 Vancouver, WA 98662 for the duration of the training period, which is expected to last 4-6 weeks. What You Will Be Doing: * Provide exceptional member service to all whom we serve. * Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns. * Have a core understanding of financial literacy and, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. * Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate. * Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. * Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. * Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions. * Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc. * Mentor and help train new PFRs and MSAs. * Proficient at understanding and completing branch audits and certifications. * Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader. * Fluidly transition between tasks as an MSA, Sr. MSA, or PFR. * Assist non-members with establishing membership. * Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans. * Discusses IRAs and HSAs with members and non-members and meets predetermined goals. * Process international and domestic wire requests. * Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. * Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits. * Opens consumer deposit accounts and consumer account maintenance. * Able to place cash orders, supply orders, balance vault cash, and maintain ATMs. * Review and process overrides/approvals within authority while minimizing risk. * Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. * Perform transactions and service requests on member accounts in an accurate and timely manner. * Accurately follow all cash handling procedures and balance cash drawer at the end of every shift. * Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act. * Assist members with Digital Banking enrollment, navigation, resets, and maintenance. * Assist members with complex and sensitive fraud disputes. About You: * Professional written and verbal communication. * Make sound decisions that minimizes risk in a timely manner. * Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. * Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. * Respect and support all areas of diversity in the workplace and our membership. * Complete assigned training programs in timely and accurate manner. * Participate in and support a team environment. * Meet or exceed established service levels, job performance, and organizational goals. * Constantly adapt to changing priorities with a positive attitude. * Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. * Exercises the utmost discretion and sensitivity when assisting with member transactions.
    $27k-40k yearly est. 8d ago
  • Risk Analyst Intern

    Concora Credit

    Finance internship job in Beaverton, OR

    As a Risk Analyst Intern, you'll help drive Concora Credit's Mission to enable customers to Do More with Credit - every single day. The impact you'll have at Concora Credit: As a Risk Analyst Intern, you will assist in understanding our business performance and contribute to strategies that enhance improvement opportunities. This internship will provide you with hands-on experience in data analysis and decision-making processes that influence our business. It's a great opportunity for someone passionate about analytics and eager to learn more about career paths that leverage quantitative degrees. This internship is an opportunity for you to contribute and learn in a dynamic environment where your skills and ideas can make an impact. If you're excited about the prospect of working with data to make informed decisions, we encourage you to apply. We appreciate diverse perspectives and backgrounds, which contribute to our innovative culture. Our internship program is designed to give you hands-on experience through targeted projects, enhancing both your resume and skills in your area of focus. The program will take place 4 days a week (Monday through Thursday) from June 15 to August 20, 2026, onsite at the Beaverton, Oregon location. We hire people, not positions. That's because, at Concora Credit, we put people first, including our customers, partners, and Team Members. Concora Credit is guided by a single purpose: to help non-prime customers do more with credit. Today, we have helped millions of customers access credit. Our industry leadership, resilience, and willingness to adapt ensure we can help our partners responsibly say yes to millions more. Program Structure Our internship program is grounded in 3 key pillars to ensure you get the most out of your time with us - Meaningful Project Work, Networking, and Engaging Experiences. Meaningful Project Work Throughout your internship at Concora Credit, you will be assigned a significant project intended to span the entirety of the program. This project will include clearly defined deliverables and deadlines, with your Team Leader providing guidance to help you stay on track. Our goal is for you to complete a project that enhances your resume while simultaneously equipping you with valuable skills that will contribute to your future career advancement. Networking We believe that the internship experience should extend beyond just project work alone. To facilitate your professional growth, we will organize several networking events during the program, including Q&A sessions with senior executives in various roles and opportunities to explore different departments within the company. Additionally, you will be paired with a dedicated teammate, separate from your Team Leader, who will add another support system throughout your time with us. Engaging Experiences While the internship is focused on professional development, we also prioritize creating a fun and engaging atmosphere with activities outside of work. Expect to participate in enjoyable group activities, such as team outings and company wide events, fostering camaraderie and connections amongst your fellow interns and the Concora Credit Community. We invite you to apply for this enriching internship experience and look forward to welcoming you to our team at Concora Credit! Responsibilities Internship Eligibility: Applicants must be classified as a Junior or higher at the time of application, with an expected graduation date of 2026 or 2027. Graduate programs also welcome to apply. Available to work 10 weeks with no major conflicts in June through August. Available to work onsite Monday through Thursday at our Beaverton, OR office. Authorized to work in the US for any employer and without the need for sponsorship now or in the future. As our Risk Analyst Intern, you will: Help identify business challenges and opportunities using basic modeling and analysis techniques. Work with large data sets using various software tools, learning how to manipulate and manage them effectively. Assist in the creation and evaluation of testing strategies aimed at improving profitability. Collaborate with Team Members from different departments to gather insights and feedback. Have the chance to learn and grow within a rapidly evolving company. These duties must be performed with or without reasonable accommodation. Qualifications Requirements: Currently enrolled in an accredited degree-seeking program, with a focus on relevant quantitative field of study (Economics, Engineering, Mathematics, Computer Science, Business Analytics or similar). Strong problem-solving skills. Keen attention to detail and good quantitative skills. Good verbal and written communication skills. Proficiency in MS Excel. Preferred Qualifications: Basic experience with SQL (MS SQL Server), R, Python, or similar programming languages. Any projects demonstrating transforming data in some capacity from coursework, internships or self-study. Concora Credit provides equal employment opportunities to all Team Members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Employment-based visa sponsorship is not available for this role. Concora Credit Is an equal opportunity employer (EEO). Please see the Concora Credit Privacy Policy for more information on how Concora Credit processes your personal information during the recruitment process and, if applicable, based on your location, how you can exercise your privacy rights. If you have questions about this privacy notice or need to contact us in connection with your personal data, including any requests to exercise your legal rights referred to at the end of this notice, please contact caprivacynotice@concoracredit.com.
    $33k-48k yearly est. Auto-Apply 7d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance internship job in Portland, OR

    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.
    $51k-87k yearly est. Auto-Apply 22d ago
  • Financial Advisor

    Pacific Capital Resource Group 4.2company rating

    Finance internship job in Lake Oswego, OR

    About Us Pacific Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. Our market is comprised of high income tax bracket individuals and business owners, where our expertise in tax planning and tax-sensitive investing provides added value. Pacific Capital's culture is truly unique. We believe that each associate is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each advisor's practice, so we believe in cultivating an environment that promotes collaborative development. Our advisors are passionate about the work they are doing and want to inspire that passion into those around them. We are a hard-working, high performance, no-excuse team of professionals who want to take charge of our own careers. Job Description Why Pacific Capital? We will provide you with all the essential resources and tools needed to effectively maximize your skills and potential. We are a local firm with corporate alliances that give us the resources of a Fortune 100 company. Other perks include: · Salary + commission AND bonuses - high income potential · Extensive training program · Ongoing support staff · Programs lead to CLU , ChFC &/or CFP CERTIFIED FINANCIAL PLANNER™ Professional · Career advancement opportunities · Flexible scheduling - rewarding work-life balance · Dental - Vision - Health - 401(k) Plan Please apply if you pride yourself on Integrity, Professionalism, Commitment & Service. NOTE: For entry-level applicants, it is strongly preferred to have lived in the greater Portland Metropolitan area for 3+ years. Qualifications Bachelor's degree or higher; financial services, finance, economics, business administration, accounting or law preferred. Track record of success in academic and/or career endeavors. Can handle long hours and rigorous training. Impeccable character: All applicants will be subject to extremely thorough background checks, including criminal and credit checks, as well as drug testing. It is strongly preferred that the applicant has lived in the greater Portland Metropolitan area for 3 or more years. Additional Information We provide superior support and compensation for entry-level and experienced Financial Advisors. Our advisors will be able to assist individuals to meet their long-term financial goals in the areas of risk management, retirement, investments, college funding, and estate planning. Our advisor will also be able to meet business owner's needs such as executive benefits and business continuation planning. Our training program could lead to CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and/or CFP (CERTIFIED FINANCIAL PLANNER™ Professional) designation(s). 1445587RM-Apr18 Please answer the following questions in your application, optional cover letter or email: How many years have you lived in the greater Portland, OR Metropolitan area? Are you authorized to work in the U.S. without requiring sponsorship? Have you completed your bachelor's degree? If not, when will you graduate? Website: ************ Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK) a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. Andy Ouellette is independent of HTK. Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004 | ************ 1312072RM-Sep17
    $45k-84k yearly est. 22h ago
  • Financial Advisor - Clackamas, OR

    Country Financial 4.4company rating

    Finance internship job in Happy Valley, OR

    We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
    $60k-89k yearly est. 4d ago
  • Personal Financial Representative (Personal Banker)

    Gesa Credit Union

    Finance internship job in Vancouver, WA

    Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collectiv.e compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. Training Location Notice: Please note: Initial training for this position will be held at an alternate company location. Candidates must be able to attend onsite training at 5101 NE 82nd Ave, Suite 200 Vancouver, WA 98662 for the duration of the training period, which is expected to last 4-6 weeks. What You Will Be Doing: * Provide exceptional member service to all whom we serve. * Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership. * Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. * Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate. * Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. * Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. * Assist non-members with establishing membership. * Accurately take consumer lending applications. * Review credit reports for concerns and obtains approvals and submit loan documentation. * Close loans and effectively communicates with members regarding the next steps. * Discusses IRAs and HSAs with members and non-members and meets predetermined goals. * Process international and domestic requests. * Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. * Observe and monitor cash activity to ensure the branch and team members are following established cash limits. * Opens consumer deposit accounts and performs consumer account maintenance. * Places cash and supply orders, balances vault cash, and maintains ATMs. * Review and process overrides/approvals within authority while minimizing risk. * Mentor and help train new Member Service Associates (MSAs) * Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. * Fluidly transition between tasks as an MSA or Sr. MSA. * Perform transactions and service requests on member accounts in an accurate and timely manner. * Accurately follow all cash handling procedures and balance your cash drawer at the end of every day. * Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act. * Assist members with Digital Banking enrollment, navigation, resets, and maintenance. * Assist members with complex and sensitive fraud disputes. About You: * Professional written and verbal communication. * Make sound decisions that minimizes risk in a timely manner. * Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. * Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. * Respect and support all areas of diversity in the workplace and our membership. * Complete assigned training programs in timely and accurate manner. * Participate in and support a team environment. * Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. * Exercises the utmost discretion and sensitivity when assisting with member transactions.
    $27k-40k yearly est. 8d ago
  • Financial Analyst LPC

    PCC Talent Acquisition Portal

    Finance internship job in Portland, OR

    Financial Analyst Reporting to the Controller the Financial Analyst maintains, coordinates and participates in development of systems to effectively measure financial and operational performance. Assists in preparing financial analyses, forecasts and special studies for management in areas such as performance against plan, capital investments, and alternative management strategies. Involvement with wide range of functional areas within the Company Essential Duties and Responsibilities: Develops and maintains systems that assist management in financial control and decision making Key member of month end close process: initiates journal entries and generate variance to forecast summaries for areas of focus Participates in special studies as required relative to profitability, pricing, cost reduction projects, capital expenditures, cash flow and return on investment Inventory/cashflow management and valuation: set and periodically change standards and charging rates Assists in the development of short and long range financial plans. Reports on FQR (financial quarterly reviews), MOR (monthly operations review), weekly and daily P&L, Daily Flex, and interactions with operations Works with internal and external auditors for Financial and SOX (Sarbanes Oxley) reviews and improvements. Ad-hoc reporting and analysis of operating data to support management Provide interpretation and application of accounting information and/or policy. Key Requirements: Analytically draws logical conclusions and effectively adopts courses of action; Uses intuition and experience to complement data along with accurately identifying issues, impacts and solutions. Demonstrates knowledge of business implications of decisions while displaying orientation to profitability and aligning work with strategic goals. Proficient computer skills including advanced Excel knowledge. Excellent verbal and written communications skills. Respects and maintains confidentiality by upholding and modeling organization's values of ethics and integrity. Efficiently plans and organizes work using time management to ensure deadlines and targets are achieved. Completion of tasks in the shortest, more efficient manner while keeping results orientated and ensuring the job is completed in full. Preferred Education and Experience: BS/BA preferred in Accounting, Finance, or Business or equivalent 2-4 years of progressive experience in accounting and finance in a manufacturing environment Expertise in technical accounting, budgeting, planning, and internal control Must be eligible to work for U.S. government contractors and sub-contractors
    $55k-83k yearly est. 12d ago
  • Financial Analyst

    Concora Credit

    Finance internship job in Beaverton, OR

    As a Financial Analyst, you'll help drive Concora Credit's Mission to enable customers to Do More with Credit - every single day. The impact you'll have at Concora Credit: You'll be a key member of the Finance organization, working with other members of the FP&A team to prepare financial projections for internal and external stakeholders, conduct value-added analysis on financial performance, track key performance indicators of the business, and work with cross-functional leaders to provide financial insights for key business decisions. In addition, this role contributes to ongoing process improvements by enhancing reporting tools, streamlining workflows, and leveraging Databricks, SQL, and BI solutions to build reliable datasets and automated reporting. The Analyst is a valued member of a dynamic team within a rapidly growing company and fast-paced environment, with growth potential, high visibility, and exposure to senior leaders. We hire people, not positions. That's because, at Concora Credit, we put people first, including our customers, partners, and Team Members. Concora Credit is guided by a single purpose: to help non-prime customers do more with credit. Today, we have helped millions of customers access credit. Our industry leadership, resilience, and willingness to adapt ensure we can help our partners responsibly say yes to millions more. As a company grounded in entrepreneurship, we're looking to expand our team and are looking for people who foster innovation, strive to make an impact, and want to Do More! We're an established company with over 20 years of experience, but now we're taking things to the next level. We're seeking someone who wants to impact the business and play a pivotal role in leading the charge for change. Responsibilities As our Financial Analyst, you will: Develop, maintain, and update monthly, quarterly, and annual financial forecasts. Build repeatable data pipelines and queries in Databricks to automate data extraction and improve accuracy and efficiency. Prepare monthly and quarterly reporting packages, dashboards, and KPIs for executive, department, and board review. Partner with department leads to understand operational drivers and develop accurate financial plans. Perform detailed variance analysis against budget and forecast; identify risks, opportunities, and trends. Develop and maintain curated financial datasets, tables, and views used for budgeting, forecasting, KPI tracking, and executive reporting. Enhance and streamline reporting processes, tools, and templates for improved efficiency and accuracy. These duties must be performed with or without reasonable accommodation. We know experience comes in many forms and that many skills are transferable. If your experience is close to what we're looking for, consider applying. Diversity has made us the entrepreneurial and innovative company that we are today. Qualifications Requirements: 2+ years of experience in a financial analyst role. Bachelor's degree in Business, Finance, Economics, Accounting, Mathematics, or Computer-Related field. Advanced skills in Microsoft Excel. Demonstrated skills in financial or data analysis. Ability to construct financial models and company projections. Quick learner with intellectual curiosity to understand a dynamic and complex business. Strong attention to detail and ability to self-review work products is critical. Excellent written and verbal communication skills, including the ability to communicate with senior executives. Able to handle and prioritize multiple tasks simultaneously and deliver results in a timely manner. Preferred Qualifications: Experience with Financial Services companies is preferred, but not required. SQL or Database skills are a plus, but not required. Experience with VBA in MS Office, but not required. What's In It For You: Medical, Dental and Vision insurance for you and your family Relax and recharge with Paid Time Off (PTO) 6 company-observed paid holidays, plus 3 paid floating holidays 401k (after 90 days) plus employer match up to 4% Pet Insurance for your furry family members Wellness perks including onsite fitness equipment at both locations, EAP, and access to the Headspace App We invest in your future through Tuition Reimbursement Save on taxes with Flexible Spending Accounts Peace of mind with Life and AD&D Insurance Protect yourself with company paid Long-Term Disability and voluntary Short-Term Disability Concora Credit provides equal employment opportunities to all Team Members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Employment-based visa sponsorship is not available for this role. Concora Credit Is an equal opportunity employer (EEO). Please see the Concora Credit Privacy Policy for more information on how Concora Credit processes your personal information during the recruitment process and, if applicable, based on your location, how you can exercise your privacy rights. If you have questions about this privacy notice or need to contact us in connection with your personal data, including any requests to exercise your legal rights referred to at the end of this notice, please contact caprivacynotice@concoracredit.com.
    $55k-84k yearly est. Auto-Apply 60d+ ago

Learn more about finance internship jobs

How much does a finance internship earn in Vancouver, WA?

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

Average finance internship salary in Vancouver, WA

$35,000

What are the biggest employers of Finance Interns in Vancouver, WA?

The biggest employers of Finance Interns in Vancouver, WA are:
  1. Turner Construction
  2. Deloitte
  3. JPMC
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