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Finance internship jobs in Vermont

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  • > Finance Executive

    Ethiopian Airlines

    Finance internship job in South Burlington, VT

    Are you a detail-driven Finance Executive ready to support a vibrant, fast-growing hospitality environment? Become part of our Wanchi lodge team, where your financial expertise will ensure sustainable growth and operational integrity. In this role, you will manage financial reporting, budgeting, forecasting, and audit compliance. Your mission: uphold accuracy, transparency, and efficiency across all financial processes. You will guide cost optimization, strengthen internal controls, support strategic decision-making, and work closely with department heads to ensure the lodge's long-term profitability and financial health Position Title: Finance Executive Places of work: Wonchi Qualification Requirement: Diploma/10+3/Level III Certificate in Accounting/ Account and Budget support/accounting and finance/ Accounting information system or related field of studies from recognized TVET/ College/ Institute with three years relevant experience . OR BA Degree in Accounting/ Account and Finance/ Accounting information system/ Business Administration or related field of studies from recognized University/ College with 1 year Hotel/relevant experience. NB: Must speak fluent English and other languages preferred Note that: * Make sure you fulfil all the above-stated qualification requirements. * During registration, please attach a recent 3x4 size photo on your resume with copies of all original educational credentials and supporting documents, including a renewed Kebele ID card, Birth certificate or Grade 8 certificate (with copies of back & forth) What's In It For You? * A supportive, passionate leadership team eager to grow alongside you. * Competitive salary and benefits. * Real opportunities for career growth as the lodge expands. If you're ready to take charge in a vibrant hospitality setting and make a lasting impact, we want to hear from you. Step into your next adventure in Wanchi Ija Eco Lodge today. If you're interested, please submit your application in person to the Ethiopian Skylight Hotel Human Resources Office.Registration date November 26,2025 to December 3,2025. Thank you for your interest, and we look forward to hearing from you.
    $78k-162k yearly est. 20d ago
  • Precast Leadership Development Intern (Req #: 1259)

    Peckham Industries 4.4company rating

    Finance internship job in Shaftsbury, VT

    Peckham Industries Pay Range: $22.00 - $22.00 Salary Interval: Intern Description: Application Instructions About Us: Family by Choice Dailey Precast, LLC, a subsidiary of Peckham Industries, Inc., specializes in the design and manufacturing of quality precast/prestressed concrete products. Our projects include parking structures, building exteriors, bridges, sports stadiums and retaining walls throughout Metro New York/New Jersey, Upstate New York, and New England. Dailey Precast utilizes the very latest technologies. Dailey Precast Capabilities and Projects Video Dailey Precast, LLC has many offerings - come work with a dynamic company with tremendous opportunities for personal and financial growth! We are looking for someone who is excited to learn about the Precast industry through training, feedback, and hands-on experience: Working at Dailey Precast Video Position Description Job Summary: The Precast Leadership Development Intern will rotate through multiple departments across a vertically integrated precast organization, gaining hands-on experience in the full lifecycle of a precast project-from pursuit and design to production, delivery, and erection coordination. Throughout this rotational program, interns will gain an end-to-end understanding of the precast concrete industry and receive exposure to engineering, operations, quality, production, logistics, and field coordination. In addition to broad departmental exposure, the Precast Leadership Development Intern will benefit from direct mentorship from experienced leaders and gain clear insight into potential long-term career paths in precast or construction. This internship is ideal for students exploring opportunities in engineering, operations, project management, commercial construction, manufacturing leadership, or business management and offers the opportunity to be considered for future internships or full-time employment. It is especially suited for those seeking a comprehensive understanding of how a precast concrete company operates before beginning their careers in the industry. Essential Functions: Rotations are flexible based on intern interest and business needs: • Sales & Estimating o Takeoff fundamentals o Introduction to bidding strategy and customer relationships • Design & Engineering o Design-assist process and coordination with general contractors, other trades, architects, and engineers of record o 3D modeling of precast components and structures o ERP system overview • Production Operations o Forming and mold preparation o Rebar cage fabrication o Concrete placement and finishing o Stripping and finishing operations o Finished product detailing • Batch Plant Operations o Mix design fundamentals o Material handling and plant automation • Quality Control o Dimensional inspection and documentation o Finish standards and defect identification o Testing and audit participation • Plant Leadership & Operations Management o Daily and long-term production planning o Labor management and safety leadership • Transportation & Logistics o Load planning and delivery scheduling • Project Management o Schedule tracking, submittals, RFIs, and customer coordination • Field Operations & Erection Coordination o Site logistics, crane coordination, and erection sequencing Position Requirements Requirements, Education and Experience: Currently enrolled in or recently graduated from an accredited college or university with a major in Concrete Industry Management (CIM), Construction Management, Civil, Industrial, or Mechanical Engineering, Architectural Technology, or other related field. Successful submission of our online application by Monday, May 11, 2026, and: A cover letter or paragraph stating your major and what intrigues you about it. A resume including your LinkedIn profile, if you have one. One written recommendation (e-mail ok) from a current or previous employer, teacher, or professor Excellent analytical and problem-solving skills. Attention to detail and a commitment to quality. Strong communication skills, both written and verbal, and the ability to work cross-functionally. Demonstrated strong work ethic and a genuine interest in understanding operational processes Proficiency in working with data, spreadsheets, and technical documentation Ability to adhere to safety protocols across the plant, office, and field environments A valid driver's license and reliable transportation Legal right to work in the U.S. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Travel: Position may require up to 15% travel by personal vehicle to job sites and offices throughout the state of Vermont, New York, New Jersey, and Massachusetts based on the needs of the business. Work Environment/Physical Demands: This job operates in an office and professional environment, as well as a manufacturing plant and construction environment. This role routinely uses office equipment such as computers, phones, photocopiers. This position also works on or near moving mechanical parts and loud equipment. Requires the ability to sit or stand for long periods of time as well as lifting, pulling, bending, kneeling, squatting, climbing, walking, reaching, driving, and repetitive motion. Values: At Peckham, you will experience our values wherever you work: corporate offices, plants, quarries, or paving operations. We share a common set of values - safety, integrity, dedication, and efficiency which are embedded in how we show up every day. Ours is a culture where we protect family and friends, our word is our bond, we are committed to serve and results matter. Our values are the foundation of our growth, and we believe will pave the way for future success. Equal Opportunity Employer Peckham Industries, Inc. (PII) is an Equal Employment Opportunity (EEO) and Affirmative Action employer. It is our policy to provide EEO to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, pregnancy or pregnancy-related condition, or any other characteristic protected by federal, state or local law. Under the Americans with Disabilities Act or similar law, if you have a disability and you wish to discuss potential accommodations related to applying for employment at Peckham, please contact ***********************. Compensation details: 22-22 Hourly Wage PI257b0029b721-26***********5
    $22-22 hourly 3d ago
  • Financial Advisor

    Insight Global

    Finance internship job in Burlington, VT

    The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: - Experience selling investments and providing financial plans - Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth - Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents - Ability to partner and promote lead generation - Manages goals, prioritizes tasks and comfortable working in a fast paced environment - Ensures all new & existing clients are provided with a planning experience - Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts - Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client's relationships with Bank and refers to Retail and Wealth partners & affiliates as needed - Implements and executes a differentiated service model/experience for Wealth clients - Meets quarterly and annual sales goals - Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience - Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners - Executes in thorough manner that is compliant with regulations, policies and procedures - Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) - Ensures all Continuing Education requirements are attained - Responsible for understanding and adhering to Bank & Wealth Policies and Procedures - Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures - Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed - Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team - Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff - Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm - Represents Wealth to the general public in a professional manner - Is involved in the community and support charity and community initiatives We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements -4-year degree required or equivalent work experience -2+ years of selling investments & providing financial planning with a track record of success -In-depth knowledge of investment products and services -Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule -Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule
    $57k-99k yearly est. 46d ago
  • Investment Analytics Intern

    National Life Group 4.7company rating

    Finance internship job in Montpelier, VT

    Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. About Us NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple - to allow NLG to keep its promises. How we do this - an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering. Please note that we do not offer visa sponsorship for this position. Role Summary The Investment Analytics Intern will aid development of analytical systems and reporting to support the investment decision making process. in investments or a finance background. Essential Duties & Responsibilities * Create and improve analytical tools that support our investment process through improved understanding and visualizing complex data sets * Integrate insights into practical workflows utilizing Excel, Tableau / Microsoft BI, and email-based reporting * Learn investment strategy workflows and apply technical skills to improve and automate processes * Improve team efficiency through leveraging technology to solve our most challenging problems. * Improve ad-hoc analytics and assist in developing repeatable processes for research analysts and traders Minimum Qualifications * Candidate for undergraduate or advanced degree in Finance, Economics, Financial Engineering, Data Science, Computer Science or a related field of study * Experience with either a workplace or academic setting in quantitative financial analysis and/or development roles * Experience using Excel, Microsoft BI, Tableau, and other data visualization tools, and the ability to demonstrate capabilities as part of the interview process * Skilled in SQL and Python; knowledge of additional programming languages considered helpful * Experience with code development best practices * Intense intellectual curiosity with the desire to seek new challenges while continuously learning * Solid interpersonal skills and ability to connect to form meaningful working partnerships * Inclusive team player with a collaborative and cooperative approach * Strong work ethic and proactive professional disposition * Experience driving projects to completion Preferred Qualifications * Results-driven mindset * Thrives in a collaborative environment where the best ideas that drive the best results are rewarded * Has the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what you do not know * Love of learning - comfortable in an organization that seeks to continually learn from its mistakes and successes to drive better investment decisions * Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations - finding answers and solutions * Proficient in giving and receiving constructive feedback in both real time and structured environments * Demonstrates transparent, direct, and open communication across the organization * Promotes collaboration and has a "firm first" attitude - does what is right for National Life Group * Commitment to our mission and values Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Hourly Pay Range $19-$28 USD National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604
    $19-28 hourly 16d ago
  • Financial Analyst

    Casella Waste Systems, Inc. 4.6company rating

    Finance internship job in Rutland, VT

    The Financial Analyst is responsible for performing quantitative analysis that helps drive business decisions, identifying trends and variances in key financial and operating data, assisting with the budgeting and forecasting process to enhance accuracy of financial projections and accountability, and collaborating with members across the organization on various projects aimed at improving financial performance. The incumbent gathers and analyzes financial information, sales analytics, and other key performance indicators and data points to help drive execution against financial goals across the company. Hiring Range $70-90K/year, depending on experience Key Responsibilities Performs monthly and quarterly analysis of operating results and key metrics through trend and variance analysis. Participates in annual budgeting and forecasting activities by preparing related reports, identifying notable trends and variances, and ensuring alignment to company-wide strategies. Collaborate with members of the finance team in developing driver-based financial models, statistical analyses, and continually refining the budgeting and forecasting process to improve overall accuracy and accountability. Develop reports to provide department and divisional leaders with actual financial results versus projected results. Analyzes and evaluates various environmental, social, and governance (ESG) disclosures, key metrics, opportunities, and goals, as well as sustainability related targets, reporting, and initiatives. Builds and maintains pro-forma models for prospective acquisitions, divestitures, business opportunities, and development projects; assists with due diligence as needed. Performs sales analytics and supports customer profitability analysis. Coordinates with members of the finance team to develop multi-year projections to be used for strategic planning, debt and equity offerings, credit rating agency reviews, reporting materials, and due diligence. Reports current or expected financial performance based on trends, key metrics, and data from business intelligence tools and creates financial models to guide decision-making across the organization. Analyzes financial returns, key financial metrics, and the impact to financial statements related to capital investment opportunities to make recommendations for action. Participates in training and other learning opportunities to expand knowledge of the company, products, sales, and services and performs any other duties needed to help drive our vision, fulfill our mission, and/or abide by our core values. Career Path Definitions & Distinctions: Financial Analyst I: Has 0-2 years of experience in financial analysis at a corporate level. Possesses solid working knowledge of financial analysis, annual budgets and modeling. Adept at building effective, working relationships within the organization to get information and achieve collaborative results. Demonstrates an ability to provide clear recommendations for financial success based on research and analytical findings. Financial Analyst II: Has 2-5 years of progressive experience in forecasting, financial analysis, statistical analysis, and other corporate finance functions. Possesses comprehensive knowledge of financial analysis and modeling. Has the ability to communicate effectively and collaborate with many different people, at various levels, across the organization. Sr. Financial Analyst: Has 5+ years of progressive financial analysis experience. MBA, CFA, or CPA preferred but not required. Performs work with a high degree of latitude and possesses expert knowledge of financial analysis and modeling. Demonstrates an ability to lead tasks and projects that span the organization. Skilled communicator that displays a balance of financial expertise and stakeholder management skills, as well as the ability to establish goals toward long-term vision and drive team member performance. The incumbent provides leadership, coaching and/or mentoring to members of the finance team and the broader project team. Education, Experience & Qualifications The successful candidate will have a Bachelor's Degree in finance, economics, accounting, statistics, or business administration and 0-2 years of progressive financial work experience. The incumbent must have effective project leadership skills to balance data gathering while working with key staff to complete critical business projects and a demonstrated ability to work as part of a team in a collaborative environment. Excellent verbal, written, analytical, and formal presentation skills, an ability to multitask and meet consistent deadlines and excellent time management and organizational ability are required. Exceptional computer and financial modeling experience along with strong leadership and interpersonal skills are expected. An MBA, Chartered Financial Analyst (CFA), or CPA are optional for this position. Attributes Analytically minded and self-directed individual who possesses the critical combination of meticulous attention to detail with an ability to see the larger picture. Outstanding problem-solving skills, statistical knowledge, and an ability to work comfortably under pressure while delivering on tight deadlines is essential. Benefits Medical, Dental, Vision, Life & Disability Insurance, Maternity & Parental Leave, Flexible Spending Accounts, Discounted Stock Program, 401K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance, Career Pathways, and More.
    $70k-90k yearly Auto-Apply 60d+ ago
  • Financial Advisor

    Ameriprise Financial-Vermont 4.5company rating

    Finance internship job in Williston, VT

    Job Description We're Hiring: Financial Advisor Guided Wealth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? Guided Wealth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish. Responsibilities Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals. Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward. Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations. Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends. Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services. Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market. Qualifications Minimum of five years' experience as a financial advisor. Hold Series 7, Series 66, and Life & Health licenses. CFP designation strongly preferred. Strong interpersonal and communication skills. Highly organized, detail-oriented, and proactive. Book of business preferred, but not required. Compensation & Benefits Initial base compensation range of $75,000 - to $100,000, commensurate with experience. Exempt status Variable compensation based on performance. Comprehensive benefits package, including PTO and paid holidays. 401(k) plan with employer match. Professional development opportunities and practice-provided resources to help grow your client base. How to Apply If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success. Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives. Equal Opportunity Employer Guided Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
    $75k-100k yearly 4d ago
  • Financial Advisor - Burlington, VT

    TD Bank 4.5company rating

    Finance internship job in Burlington, VT

    Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a MA Planning Experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for MA clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * 4-year degree required or equivalent work experience * 2+ years of selling investments & providing financial planning with a track record of success * In-depth knowledge of investment products and services * Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule * Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule * Advanced understanding of wealth management business development techniques, products, services and overall industry. * Proven ability to achieve sales goals * Proficient with retail and small business banking * Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank * Ability to travel within assigned Market to meet prospects, clients and partners; up to 75% of time * Driver's License required Customer Accountabilities: * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: * Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of others Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $68.6k-103k yearly Auto-Apply 60d+ ago
  • Financial Advisor - Burlington, VT

    TDI 4.1company rating

    Finance internship job in Burlington, VT

    Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a MA Planning Experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for MA clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: 4-year degree required or equivalent work experience 2+ years of selling investments & providing financial planning with a track record of success In-depth knowledge of investment products and services Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule Advanced understanding of wealth management business development techniques, products, services and overall industry. Proven ability to achieve sales goals Proficient with retail and small business banking Proven ability to establish relationships and partner effectively with other departments within TD Bank, America's Most Convenient Bank Ability to travel within assigned Market to meet prospects, clients and partners; up to 75% of time Driver's License required Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of others Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $30k-45k yearly est. Auto-Apply 3d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance internship job in Montpelier, VT

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 6d ago
  • Financial Representative

    The Vermont Agency

    Finance internship job in Colchester, VT

    Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Compensation: $50,000 - $75,000 at plan earnings Responsibilities: Maintain compliance with industry regulations and licensing requirements. Develop client relationships and provide tailored financial strategies. Engage in structured coaching, mentorship, and training programs. Provide guidance on insurance, investments, and retirement planning. Utilize marketing tools and resources to grow your client base. Qualifications: No prior experience in finance is required-comprehensive training is provided. Excellent communication and relationship-building abilities. Must be authorized to work in the US. Highly motivated with a strong work ethic. Competitive mindset with a history of leadership or achievement. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $50k-75k yearly 13d ago
  • Project Analyst Intern

    Cai 4.8company rating

    Finance internship job in Montpelier, VT

    **Req number:** R6619 **Employment type:** Full time **Worksite flexibility:** Remote **Who we are** CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise. **Job Summary** As the Project Analyst Intern, you will understand and perform the project lifecycle on software projects. **Job Description** We are looking for a **Project Analyst Intern** to understand and perform the project lifecycle on software projects. This position will be a **full-time internship** and **remote.** The internship dates are June 1, 2026 to July 31 2026. **This internship is a full-time opportunity requiring a commitment of 40 hours per week. Candidates must be available during core business hours (8:30 am EST to 5:00 pm EST) for the entire 9-week duration of the program. Please note that all work must be performed within the United States. This position does not offer work authorization sponsorship now or in the future. Candidates requiring sponsorship will not be considered.** **What You'll Do** + Gain real-world work experience in a corporate environment + Gain in-demand business skills and critical competencies + Immersion in CAI's diverse and inclusive culture + Opportunity to collaborate with other interns on a community outreach project + Exposure to CAI's leaders through the Executive Connections Program + Interactive, social events + Ability to organize tasks in a logical and cohesive manner + Knowledgeable in understanding the software development life cycle and risks and issues associated with software projects + Ability to understand project life cycles, including the elements of project planning, project execution and project controls + Experienced in identification of risks and issues, documentation creation, and project note gathering + Ability to write professionally + Assist with proposal and bid development for future work engagement + Knowledgeable on project management principles and can organize a project plan/outline to schedule and drive their own work. This candidate must be self-driven and have the ability to work independently with guidance from senior staff + Work collaboratively with other individuals in the intern program to provide a final presentation on the client topics in the news + Experience with public speaking + Participate in the client events throughout the internship **What You'll Need** Required: + College experience in the areas of project management, management information systems, business administration, or similar + Working knowledge of general office equipment such as printer, scanner, and PC + Understanding of office management systems, as well as procedures + High proficiency in Microsoft Office Suite including Word, Excel, and PowerPoint + Current Junior in their undergraduate year with a 3.5 GPA or higher Preferred: + Proficiency in Microsoft Project and Vision a plus + Former internships in government or project management organizations preferred + Excellent time management skills + Strong organization and attention to detail **Physical Demands** + Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards + Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. + Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor **Reasonable accommodation statement** If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 - 8111. $17 p/h The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages for this role will include medical coverage as well as 401k retirement account access. Employees in this role may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
    $42k-57k yearly est. 24d ago
  • Intern - BerkshireBanc Investment Services

    Berkshire Bank 4.6company rating

    Finance internship job in Rutland, VT

    Division: Asset Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $31,200 - $50,315 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Rutland, VT - 86 North Main St Duration of this internship is through April 30, 2026 Purpose/Objective: This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs. Key Accountabilities: * Complete all forms correctly and submit them within one business day * Handle phone calls from clients, when appropriate; transfer calls to advisor, when required * Handle advisor needs proactively * Update CRM systems * Perform mail merge for mailings, as directed by advisor * Use COMMunity Link to access Commonwealth resources, Morningstar, etc. * Use Commonwealth's services efficiently * Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors. * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Education: * High school diploma * Associates or Bachelors degree in finance related area, a plus Experience: * Prior office/clerical experience Skills & Knowledge: * High attention to detail * Demonstrated ability to work in fast-paced environment * Superior organizational skills * Sufficient patience to do repetitive work correctly * Ability to fill out forms exactly * Proficiency in MS Office Suite (e.g., Word, Excel) * Ability to follow directions exactly We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $31.2k-50.3k yearly 11d ago
  • Financial Consultant

    Community Financial System, Inc. 4.3company rating

    Finance internship job in Burlington, VT

    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 We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities: Consult with clients to assess their financial situations and develop customized financial plans Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice Cultivate long-term client relationships based on trust, transparency, and results Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Qualifications Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus) 2-5 years of experience in financial advising, wealth management, or investment consulting Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products Exceptional communication and interpersonal skills Proven track record of building and managing client relationships Team player with the ability to collaborate with others Proficient in financial planning software and CRM systems All applicants must be 18 years of age or older Preferred Skills: Experience with mass affluent, high-net-worth and commercial clients Strong analytical thinking and decision-making skills Bilingual or multilingual proficiency is a plus Familiarity with digital advisory platforms and financial technology tools High level of emotional intelligence, empathy, and professionalism Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications Comfortable working in a fast-paced, technology-driven environment Detail oriented with superior organizational skills and ability to prioritize
    $41k-49k yearly est. 10d ago
  • Intern - BerkshireBanc Investment Services

    Berkshire Bank Company 4.4company rating

    Finance internship job in Rutland, VT

    Division: Asset Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $31,200 - $50,315 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Rutland, VT - 86 North Main St Duration of this internship is through April 30, 2026 Purpose/Objective: This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs. Key Accountabilities: Complete all forms correctly and submit them within one business day Handle phone calls from clients, when appropriate; transfer calls to advisor, when required Handle advisor needs proactively Update CRM systems Perform mail merge for mailings, as directed by advisor Use COMMunity Link to access Commonwealth resources, Morningstar , etc. Use Commonwealth's services efficiently Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Education: High school diploma Associates or Bachelors degree in finance related area, a plus Experience: Prior office/clerical experience Skills & Knowledge: High attention to detail Demonstrated ability to work in fast-paced environment Superior organizational skills Sufficient patience to do repetitive work correctly Ability to fill out forms exactly Proficiency in MS Office Suite (e.g., Word, Excel) Ability to follow directions exactly We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $31.2k-50.3k yearly 11h ago
  • Financial Aid Specialist

    Saint Michael's College 3.7company rating

    Finance internship job in Colchester, VT

    Saint Michael's College's Financial Aid department invites applications for a Financial Aid Specialist. The Financial Aid team is seeking a customer-service focused and self-motivated individual who is committed to providing excellent customer service to current and prospective students and their families. Financial Aid plays an integral role in the enrollment and retention efforts of the College. The ideal candidate will demonstrate a commitment to access and affordability as well as excellent customer service. Major Objectives: Ensure that students and families receive exceptional customer service and comprehensive information about financing a Saint Michael's education. Provide counseling to students/families who contact Financial Aid by phone, e-mail or in-person. Review financial aid files, complete federal verification and resolve conflicting information in an accurate and timely manner. Administer financial aid in accordance with federal and state regulations and institutional policy. Essential Duties and Responsibilities: Provide exceptional customer service. Advise prospective and current undergraduate students, graduate students, and parents on all aspects of financing a Saint Michael's education. Assist students and families in navigating the financial aid and billing process. Respond to student and family inquiries by phone, e-mail and in-person. Proactively contact students and applicants to resolve incomplete financial aid files Serve as a liaison with other offices on campus and campus constituencies. Represent Financial aid at Admission Open House and other events. Support daily office operations centered on financial aid processing and communication with students and families. Demonstrate a multicultural awareness and contribute an inclusive, diverse and respectful campus community. Promote a flexible, collaborative, and inclusive work environment and engage in educational opportunities to increase awareness and understanding of diverse populations. Recognize the value of cultural, ethnic, gender, and other individual differences in people. Help to create an environment that values and supports differences. For a full , please click here. The annual salary range for this position is $40,000-$50,000. This is a full-time position with benefits. Our lived experience impacts how we self-assess our skills, experience, and qualifications. In particular, data and statistics have shown that candidates who are BIPOC, LGBTQ+, women, people from working-class backgrounds, people with disabilities, and others with minoritized and marginalized identities may not apply to jobs when they do not believe they meet 100% of the requirements and expected responsibilities listed in the s. Some responsibilities and skills are teachable and can be learned on the job. If you can imagine yourself in this position, bringing value to our students and community and meeting most of what we are looking for, please apply. Benefits include health, dental, vision, employer-paid life and disability insurance, voluntary life, critical illness and accident insurance options, parental leave, flexible spending accounts (healthcare and dependent care), 401(k), generous paid time off, paid holidays, employee and dependent tuition benefits, employee and family assistance program, well-being programs and opportunities, discounted gym membership, paid volunteer time, use of the athletic facilities and the library, and countless opportunities to attend presentations, lectures, and other campus activities. Required Qualifications: High School Diploma or equivalent combination of education and experience 2+ years customer service experience or equivalent Experience with Microsoft Office products including Excel, Word and Outlook Excellent analytical and verbal and written communication skills Preferred Qualifications: Previous experience in Higher Education Familiarity with Federal Student Aid Systems Familiarity with Colleague by Ellucian Public speaking experience An offer of employment will be contingent upon the successful completion of background check and driving record check. Application Instructions: Please be prepared to include the following documents after clicking on the “Apply Now” button: Resume A cover letter that includes a statement describing your skills and experience that would contribute to the Enrollment Office's commitment towards Saint Michael's College and becoming a more culturally responsive and inclusive community. For full consideration please submit application materials by September 30, 2025. The position remains open until filled. For a complete job description, benefits information, and to apply online, please visit: Saint Michael's College Careers
    $40k-50k yearly Auto-Apply 60d+ ago
  • Financial Analyst

    Cassella Waste Systems, Inc.

    Finance internship job in Rutland, VT

    The Financial Analyst is responsible for performing quantitative analysis that helps drive business decisions, identifying trends and variances in key financial and operating data, assisting with the budgeting and forecasting process to enhance accuracy of financial projections and accountability, and collaborating with members across the organization on various projects aimed at improving financial performance. The incumbent gathers and analyzes financial information, sales analytics, and other key performance indicators and data points to help drive execution against financial goals across the company. Hiring Range $70-90K/year, depending on experience Key Responsibilities * Performs monthly and quarterly analysis of operating results and key metrics through trend and variance analysis. * Participates in annual budgeting and forecasting activities by preparing related reports, identifying notable trends and variances, and ensuring alignment to company-wide strategies. * Collaborate with members of the finance team in developing driver-based financial models, statistical analyses, and continually refining the budgeting and forecasting process to improve overall accuracy and accountability. * Develop reports to provide department and divisional leaders with actual financial results versus projected results. * Analyzes and evaluates various environmental, social, and governance (ESG) disclosures, key metrics, opportunities, and goals, as well as sustainability related targets, reporting, and initiatives. * Builds and maintains pro-forma models for prospective acquisitions, divestitures, business opportunities, and development projects; assists with due diligence as needed. * Performs sales analytics and supports customer profitability analysis. * Coordinates with members of the finance team to develop multi-year projections to be used for strategic planning, debt and equity offerings, credit rating agency reviews, reporting materials, and due diligence. * Reports current or expected financial performance based on trends, key metrics, and data from business intelligence tools and creates financial models to guide decision-making across the organization. * Analyzes financial returns, key financial metrics, and the impact to financial statements related to capital investment opportunities to make recommendations for action. * Participates in training and other learning opportunities to expand knowledge of the company, products, sales, and services and performs any other duties needed to help drive our vision, fulfill our mission, and/or abide by our core values. Career Path Definitions & Distinctions: Financial Analyst I: Has 0-2 years of experience in financial analysis at a corporate level. Possesses solid working knowledge of financial analysis, annual budgets and modeling. Adept at building effective, working relationships within the organization to get information and achieve collaborative results. Demonstrates an ability to provide clear recommendations for financial success based on research and analytical findings. Financial Analyst II: Has 2-5 years of progressive experience in forecasting, financial analysis, statistical analysis, and other corporate finance functions. Possesses comprehensive knowledge of financial analysis and modeling. Has the ability to communicate effectively and collaborate with many different people, at various levels, across the organization. Sr. Financial Analyst: Has 5+ years of progressive financial analysis experience. MBA, CFA, or CPA preferred but not required. Performs work with a high degree of latitude and possesses expert knowledge of financial analysis and modeling. Demonstrates an ability to lead tasks and projects that span the organization. Skilled communicator that displays a balance of financial expertise and stakeholder management skills, as well as the ability to establish goals toward long-term vision and drive team member performance. The incumbent provides leadership, coaching and/or mentoring to members of the finance team and the broader project team. Education, Experience & Qualifications The successful candidate will have a Bachelor's Degree in finance, economics, accounting, statistics, or business administration and 0-2 years of progressive financial work experience. The incumbent must have effective project leadership skills to balance data gathering while working with key staff to complete critical business projects and a demonstrated ability to work as part of a team in a collaborative environment. Excellent verbal, written, analytical, and formal presentation skills, an ability to multitask and meet consistent deadlines and excellent time management and organizational ability are required. Exceptional computer and financial modeling experience along with strong leadership and interpersonal skills are expected. An MBA, Chartered Financial Analyst (CFA), or CPA are optional for this position. Attributes Analytically minded and self-directed individual who possesses the critical combination of meticulous attention to detail with an ability to see the larger picture. Outstanding problem-solving skills, statistical knowledge, and an ability to work comfortably under pressure while delivering on tight deadlines is essential. Benefits Medical, Dental, Vision, Life & Disability Insurance, Maternity & Parental Leave, Flexible Spending Accounts, Discounted Stock Program, 401K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance, Career Pathways, and More.
    $70k-90k yearly Auto-Apply 60d+ ago
  • Finance Specialist II

    Vermont Judiciary

    Finance internship job in Montpelier, VT

    Job Description The Vermont Judiciary is seeking a Finance Specialist II for a permanent position in Montpelier. This position works at a professional level involving financial management, fund accounting, and internal auditing and reconciliation activities within the Vermont Judiciary. The principal function is the processing of payments and management of vendor accounts. The Finance Specialist II will provide professional accounting work in the maintenance, review, and reconciliation of financial records to ensure compliance with accepted accounting principles and standards. Work may involve performing a wide variety of routine accounting and bookkeeping tasks in multiple or complex fiscal programs, participating in the work of a unit within a centralized accounting operation. Duties are performed under the general supervision of the Finance Manager. Desired Knowledge and Skills Thorough knowledge of fiscal procedures, including automated fiscal recordkeeping and electronic spreadsheets. Working knowledge of basic contract requirements. Working knowledge of cost allocation practices and procedures. Ability to make mathematical computations with speed and accuracy. Ability to develop checkpoints to maintain over-all integrity of the financial system. Ability to interpret and apply rules and regulations of considerable complexity. Skill in preparing accurate financial and statistical reports. This is a permanent full-time position located in Montpelier, Vermont. Starting salary is $22.07 per hour. The Finance Specialist II is a non-exempt Judicial Branch position equivalent to pay grade 19. The State of Vermont's total compensation package features an outstanding set of employee benefits that are worth about 30% of your total compensation. Benefits 80% State paid medical premium and a dental plan at no cost for employees and their families Work/Life balance: 12 vacation days earned per year, 12 sick leave days earned per year, 13 paid holidays each year Two ways to save for your retirement: A State defined benefit pension plan and a deferred compensation 457(b) plan Tuition Reimbursement Flexible spending healthcare and childcare reimbursement accounts Low-cost group life insurance Incentive-based Wellness Program Qualified Employer for Public Service Student Loan Forgiveness Program Minimum Requirements High School diploma or equivalent AND two (2) years or more of experience in accounting, bookkeeping or clerical work involving accounting or financial records. OR Completion of a vocational/technical training program in business, office administration, financial support or related area AND one (1) year or more of experience in accounting, bookkeeping or clerical work involving accounting or financial records. OR Associate's degree in accounting, business administration, office administration or a related field. OR Two years or more full-time college coursework in accounting, business administration, office administration or a related field. Summary of Duties Performs technical accounting duties such as making cost allocations to various cost centers and auditing financial documents for state and federal programs, special projects, grants, infrastructure projects, or capital construction projects to ensure compliance with specifications. Assists in compiling financial data for the preparation of financial reports. Prepares financial schedules. Posts, balances and reconciles accounting records. Processes financial transactions, disbursements, receipts, expenditures, and fund transfer requests. Makes corrections in accounting records. Performs and edits financial and statistical analysis for review. Assists professional staff in preparing and maintaining accounting systems. Prepares payrolls. Maintains time and attendance records. Maintains inventory records. Calculates accounting adjustments. Performs related duties as assigned. Scheduled hours of work generally conform to public court hours, but assignments may extend beyond those hours. Occasional travel to other courts within the State of Vermont may be required. Travel will be reimbursed according to State policies. This position will be eligible for longevity increases in accordance with the State step pay plan and annual cost of living increases as enacted by the Vermont State Legislature. Job Code # 25082 The State of Vermont celebrates diversity and is committed to providing an environment of mutual respect and meaningful inclusion that represents a variety of backgrounds, perspectives, and skills in all state government positions. The Judicial Branch is committed to a policy of equal employment opportunity, and the recruitment process is designed to treat all applicants equitably. #INDHP Powered by ExactHire:187811
    $22.1 hourly 2d ago
  • Jr. Financial (FP&A) Analyst

    Agri-Mark/Cabot Creamery 3.7company rating

    Finance internship job in Waitsfield, VT

    How would we describe a career with Agri-Mark/McCadam/Cabot Creamery? More than 100 years of: Farmers, Family, Mission, Purpose, Sustainability, Respect, Integrity, Work Ethic, Teamwork, Pride in Award Winning Products, and Agriculture. Cabot Creamery achieved B Corp certification in 2012 and became the world's first dairy co-op to do so. This certification demonstrates our commitment to transforming the global economy to benefit all people, communities, and the planet. We offer a hybrid workplace with three days onsite in our corporate office-TuesdayThursday in Waitsfield, VT. Salary $65-70k What you'll be doing: The Jr. Financial Analyst (FP&A) will be responsible for gathering data from multiple systems, performing complex financial analyses, and publishing key reports to support the Finance department. The ideal candidate has strong analytical skills, is effective at presenting recommendations to management, and does not hesitate to identify and implement process improvement opportunities. This position will report to the FP&A management team. Essential Duties Include: Create and publish monthly financial reports to be presented to the Agri-Mark board of directors. Must consolidate data from multiple business systems and thoroughly review reports for accuracy. Support the development of the Annual Operating Plan and reforecast each year which will require gathering data, reviewing budgets for accuracy, drafting presentation materials, and confirming year-over-year comparisons with stakeholders. Perform detailed root-cause financial analyses to identify drivers of variances to budget. These analyses could be related to any business area (sales, COGS, manufacturing, transportation, etc.) Support the administration of the monthly capital approval process by preparing monthly reports, performing detailed analyses on capital expenditures, and proposing process improvements. Perform ad-hoc requests for strategic financial analyses. Must have the ability to consolidate data, gather input from subject-matter-experts, identify qualitative considerations, and align business leaders on a decision. Develop and publish new financial reports that effectively communicate results to business stakeholders (e.g. P&L reports by product category). Collaborate cross-functionally across departments to define and publish monthly KPIs for key areas of the business. Define an effective communication process to ensure all variances to targets are identified and commentary is provided. Perform other duties as may be assigned. What we are seeking: BS/BA degree in Finance, Accounting, Engineering, Math, or related field required. Experience with MS Office Suite (Excel, PowerPoint, Project, Visio) required. Ability to push forward independently on analyses despite ambiguity and/or changing priorities. Excellent communication skills. Ability to effectively present to executives and collaborate with team members at all levels of the organization while maintaining an upbeat attitude. Demonstrates a strong sense of urgency and ability to meet deadlines. Preferred Qualifications: 1 year of professional financial/data analysis experience preferred. Advanced excel skills including Power Pivot, array formulas, VBA, etc. Relevant prior experience in a CPG or commodity industry (dairy preferred). Familiarity with data query / data management tools. Agri-Mark is an equal opportunity employer. The company is committed to the fundamental principle of equal opportunity and equal treatment for every qualified prospective and current employee. The company does not discriminate or allow discrimination on the basis of race (including traits historically associated with race including hair texture and protective hairstyles), color, religion, ancestry, national origin, citizenship, genetic information, sex (including pregnancy or pregnancy-related conditions), sexual orientation, gender identity, place of birth, crime victim status, age, physical or mental disability, a positive result from an HIV-related blood test, military or veteran status, or any other classification protected under applicable federal and/or state law. Agri-Mark complies with all federal, state, and local laws and regulations.
    $65k-70k yearly 10d ago
  • Advisor, Finance Operations (Medical Customer Rebates)

    Cardinal Health 4.4company rating

    Finance internship job in Montpelier, VT

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP 1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 41d ago
  • Intern - BerkshireBanc Investment Services

    Berkshire Bank Company 4.4company rating

    Finance internship job in Rutland, VT

    Division: Asset Management Department: BerkshireBanc Investment Services - RNL Reports to: VP, Financial Advisor Team Leader Status: Non-Exempt Grade: 3 Salary Range: $31,200 - $50,315 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Rutland, VT - 86 North Main St Duration of this internship is through April 30, 2026 Purpose/Objective: This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs. Key Accountabilities: Complete all forms correctly and submit them within one business day Handle phone calls from clients, when appropriate; transfer calls to advisor, when required Handle advisor needs proactively Update CRM systems Perform mail merge for mailings, as directed by advisor Use COMMunity Link to access Commonwealth resources, Morningstar , etc. Use Commonwealth's services efficiently Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisors. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Education: High school diploma Associates or Bachelors degree in finance related area, a plus Experience: Prior office/clerical experience Skills & Knowledge: High attention to detail Demonstrated ability to work in fast-paced environment Superior organizational skills Sufficient patience to do repetitive work correctly Ability to fill out forms exactly Proficiency in MS Office Suite (e.g., Word, Excel) Ability to follow directions exactly We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $31.2k-50.3k yearly 11h ago

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