Finance internship jobs in Waukesha, WI - 409 jobs

At MGIC, we take pride in knowing that what we do matters. As pioneers of private mortgage insurance, we help people achieve homeownership sooner - making affordable low-down-payment mortgages a reality. Our efforts have helped more than 14 million people get the keys to their own homes sooner than otherwise possible. Every position is critical to our company's success - from the analytical to the technical; from the strategic to the tactical. The customer-facing roles to behind-the-scenes experts, we're all part of one team. We're an organization with a national footprint that's large enough to never lack for a new challenge, but small enough for an opportunity to make an impact and influence decisions. Come make a difference at MGIC. How will you make an impact? You will have the opportunity to: Support the team in budgeting, forecasting, and financial modeling Analyze financial data and identify trends, risks, and opportunities Participate in ad-hoc financial projects and process improvement projects Assist with the preparation of quarterly finance reporting Gain exposure in treasury management, investment operations and corporate finance operations Learn how we manage liquidity, purchase and monitor investment securities, and analyze investment portfolios Do you have what it takes? Pursuing a degree in Finance, Accounting, Economics, or a related field Ability to work full-time hours throughout the summer on-site at our downtown Milwaukee campus Strong analytical and problem-solving skills, able to manage complexity Proficiency in Excel (advanced skills preferred); knowledge of data visualization tools is a plus Familiarity with financial modeling, forecasting, and financial statement analysis Strong verbal and written communication skills, analytical skills, and time management skills Pay Range: $37,830.00 - $56,750.00 This range aligns with current market data and reflects our commitment to competitive and equitable compensation. Salary offers are based on factors such as experience, skills, education, and training. The range may vary in certain locations to reflect local market conditions. It is not typical to initiate pay at the top of the range to account for internal equity and allow for future and continued salary growth Enjoy these benefits from day one: • Competitive Salary & pay-for-performance bonus • Financial Benefits (401k with company match, profit sharing, HSA, wellness program) • On-site Fitness Center and classes (corporate office) • Paid-time off and paid company holidays • Business casual dress For additional information about MGIC and to apply, please visit our website at ********************* Note to all recruitment agencies: MGIC does not accept unsolicited agency resumes. Any unsolicited resumes sent to MGIC, directly or indirectly, will be considered MGIC property. MGIC is not responsible for any agency fees associated with unsolicited resumes. A recruiting agency must have a valid, written and fully executed agency agreement to assist with a requisition.

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a detail-oriented and analytical Summer Finance and Accounting Intern to join our team. This opportunity offers hands-on experience in financial planning, budgeting & forecasting, and accounting processes within a dynamic corporate environment. You'll work closely with experienced professionals to analyze financial data, assist with forecast preparation, and support initiatives that ensure accuracy and compliance. This role will help develop strong quantitative, organizational, and problem-solving skills while gaining exposure to real-world financial operations and strategic decision-making. Duties and Responsibilities of the Intern, Finance and Accounting * Support the management and tracking of financial transactions, and forecasts that align with critical business objectives * Assist in preparing, analyzing, and reconciling financial management reports * Collaborate with internal stakeholders to ensure accurate and timely financial data collection and reporting * Help identify potential financial risks, assist in creating mitigation plans, and contribute to resolving issues efficiently * Participate in the forecasting process, including data gathering, variance analysis, and reporting * Learn and apply financial management tools and software (such as Excel, NetSuite and NSPB) in a professional setting * Assist in preparing presentations and updates tailored to various audiences, including leadership and cross-functional teams Skills and Experience of the Intern, Finance and Accounting * Currently pursuing a degree in Finance, Accounting, Business, or a related field * Self-starter with an open mind to exploring new ideas and solutions in financial management * Proven analytical, quantitative, and problem-solving skills * Solid understanding of financial management software (e.g., Excel, NetSuite) and basic accounting principles * Above-average organizational, interpersonal, and communication skills * Ability to multi-task, stay calm under ambiguity, and thrive in a fast-paced environment * Detail-oriented with a commitment to accuracy and confidentiality Details: * Pay for this position with be $25/hour * The intern will be located in our Brookfield, WI office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered * The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026 * Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US

About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a detail-oriented and analytical Summer Finance and Accounting Intern to join our team. This opportunity offers hands-on experience in financial planning, budgeting & forecasting, and accounting processes within a dynamic corporate environment. You'll work closely with experienced professionals to analyze financial data, assist with forecast preparation, and support initiatives that ensure accuracy and compliance. This role will help develop strong quantitative, organizational, and problem-solving skills while gaining exposure to real-world financial operations and strategic decision-making. Duties and Responsibilities of the Intern, Finance and Accounting Support the management and tracking of financial transactions, and forecasts that align with critical business objectives Assist in preparing, analyzing, and reconciling financial management reports Collaborate with internal stakeholders to ensure accurate and timely financial data collection and reporting Help identify potential financial risks, assist in creating mitigation plans, and contribute to resolving issues efficiently Participate in the forecasting process, including data gathering, variance analysis, and reporting Learn and apply financial management tools and software (such as Excel, NetSuite and NSPB) in a professional setting Assist in preparing presentations and updates tailored to various audiences, including leadership and cross-functional teams Skills and Experience of the Intern, Finance and Accounting Currently pursuing a degree in Finance, Accounting, Business, or a related field Self-starter with an open mind to exploring new ideas and solutions in financial management Proven analytical, quantitative, and problem-solving skills Solid understanding of financial management software (e.g., Excel, NetSuite) and basic accounting principles Above-average organizational, interpersonal, and communication skills Ability to multi-task, stay calm under ambiguity, and thrive in a fast-paced environment Detail-oriented with a commitment to accuracy and confidentiality Details: Pay for this position with be $25/hour The intern will be located in our Brookfield, WI office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026 Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US

MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success. Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level) Program Overview Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain: Hands-on experience in financial analysis, reporting, and business operations. Mentorship and guidance from experienced industry leaders. A professional network across functions and facilities. Career-ready technical and professional skills. When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered. What You'll Do As a Finance Intern, you will: Assist with financial planning, budgeting, and forecasting activities. Support monthly and quarterly reporting by preparing data and analysis. Conduct variance analysis to compare actuals against forecasts. Partner with business units to understand financial drivers and performance. Complete a capstone intern project and present results to leadership. Qualifications We're seeking motivated students who are ready to learn, grow, and contribute: Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field). Minimum 3.0 cumulative GPA (on a 4.0 scale). Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus. Strong analytical, problem-solving, and communication skills. Collaborative mindset with a willingness to take initiative. Ability to work on-site at one of our locations for the duration of the program. Compensation & Benefits Competitive hourly pay. Skill development through hands-on learning. Structured mentorship and feedback. Networking opportunities with peers and professionals. Experience presenting to leadership at program completion.

Business Office Intern - Spring Semester Hourly Rate: $15 Preferred Majors: Accounting or Business Administration The Business Office is seeking motivated and detail-oriented student workers to support daily operations. This role offers hands-on experience in a professional setting and is ideal for students looking to build administrative and business skills. Key Responsibilities: * Open, sort, and distribute incoming mail * File, scan, copy, and enter data accurately * Prepare and send mass mailings * Create and manage spreadsheets and databases * Perform general office tasks and assist with mailing list preparation * Answer and direct phone calls professionally * Support special projects and other duties as assigned Qualifications: * Strong attention to detail and organizational skills * Excellent customer service and communication abilities * Commitment to confidentiality and professionalism * Willingness to learn and take initiative * Prior experience with Microsoft Office (Excel, Word) is a plus

Job DescriptionTWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status. Powered by JazzHR 6pfkeNLrww

We are Generac, a leading energy technology company committed to powering a smarter world. Over the 60 plus years of Generac's history, we've been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries. The internship program at Generac is designed to give students a chance to develop their business and technical skills by assisting with ongoing and project related activities within our accounting department. This internship will introduce the candidate to the Shared Services accounting functions - including Accounts Payable, Cash application, and/or Credit Memos. In addition, the candidate will support various “continuous improvement” projects. The position is a parttime (approx. 15 hours/week), academic year internship position with an immediate start date and the opportunity to extend into a fulltime internship during the summer break. Major Responsibilities Assist the Shared Services team: Brainware processing - AP automation software failures & manually resolving AR Cash application/posting offsets to customer accounts Credit memo processing in SAP Past due invoice resolution Excel reporting as needed Mail distribution Complete other projects as assigned Minimum Job Requirements Education Currently enrolled in an Associates or Bachelor's program with an emphasis in Business Administration, Accounting, or Finance Minimum 3.0 GPA Knowledge / Skills / Abilities Microsoft Excel experience Conscientious, self-motivated worker with attention to detail Ability to work independently and in a group setting Dependable and organized Preferred Job Requirements Education Sophomore year status or higher Knowledge / Skills / Abilities Desire to work in a fast-paced environment with multiple demands requiring initiative and independence Proficiency in Microsoft Office programs Excellent written and verbal communication skills Physical Demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 - 50 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision and ability to adjust focus. Occasional travel. “We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.”

Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in Waukesha, WI, is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Persuasive ability Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 - $500,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money, it's what we do! Let's Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It's the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Hungry? Free coffee, tea, sodas, water, and hot cocoa - all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We'll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let's do it. How Do I Get There? Waukesha location is just off the Guerke's Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let's have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let's all travel together! Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.

Duties and responsibilities Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client. Provides timely direction and follow-up. Identify suitable investment opportunities that align with clients' risk profiles and objectives. Partners and prospects within WaterStone Bank by establishing relationships with bank employees to obtain qualified referrals. Develops prospects for new client relationships through networking and COI building. Keeps apprised of current financial market trends, strategies, product offerings, regulations and provides objective advice based on this information. Focused on growing and protecting client assets including but not limited to; tax planning, retirement planning, estate planning and other financial matters, growth and protection of assets. Responsible for significant growth and development of the bank's book of business, including GDC and Assets under Management. Actively works with WSB Supervisor and Broker Dealer to refine selling and communication skills. Periodically present seminars to WSB staff or prospects to educate, inform and garner business. Design and implement follow up plans for clients in a manner that matches their communication style and investment needs. Adhere to ethical standards and fiduciary responsibilities, always acting in the best interest of the client. Other duties as assigned. Qualifications Experience Required 3-5 years sales and business development experience Preferred 5-7 years of experience in the investment/wealth management field. Education Required High School diploma or general education degree (GED) Series 7 and series 63/65 or 66. Valid Wisconsin Life Insurance License Preferred Bachelor's degree in finance or business is preferred. Additional education and/or experience: List if applicable. Working Conditions: Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance. A valid driver's license in required. Driving record must be in accordance with WSB's Vehicle Safety Policy. Benefits for Full-Time Position: Outstanding Medical, Dental, and Vision Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off Paid Holidays Flexible Spending Account And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Lead Financial Advisor Drake & Associates Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our "One Plan, One Coach" approach and seek a driven, client-focused Lead Financial Advisor to join our team. Role Overview The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firms value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships. NO PROSPECTING! Key Responsibilities Develop, present, and implement tailored financial plans Advise clients on annuities, life insurance, long-term care, and managed investments Provide comprehensive financial planning, including investment, insurance, and retirement strategies Cultivate and maintain strong client relationships Specific Qualifications Active Life & Health license Series 65 or Series 66 and Series 7 licenses Bachelors degree preferred Minimum three years of financial services experience, with an emphasis on sales Strong organizational, analytical, and communication skills (verbal and written) Proficiency with Google Suite; Salesforce experience preferred Desired Attributes Initiative and persistence Positive attitude Entrepreneurial mindset Effective local marketing skills Persuasive communication Ready to make an impact? If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

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

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Senior Financial Advisor Position Objective The Senior Financial Advisor will deliver comprehensive financial planning and investment management services to clients. Typical Duties and Responsibilities Serve as a trusted advisor to high-net-worth and mass-affluent clients, delivering comprehensive financial planning and investment advice Develop and implement personalized financial plans, including retirement, tax, estate, education, and risk management strategies Design, manage, and monitor client investment portfolios in alignment with client goals, risk tolerance, and fiduciary standards Conduct regular client reviews, proactively recommending portfolio and planning adjustments as circumstances or markets change Build and maintain strong, long-term client relationships through exceptional service and clear communication Collaborate with internal teams and external professionals (CPAs, attorneys, estate planners) to deliver holistic advice Mentor junior advisors and support team development, as needed Ensure compliance with RIA regulations, internal policies, and fiduciary best practices Contribute to business development efforts through referrals, client retention, and strategic growth initiatives Position Requirements Bachelor's degree in finance, economics, business, or related field 5-10 years of experience in financial services or client-facing roles Series 65 (or ability to obtain within a specified timeframe) CFP designation preferred Preference Given to Candidates with the Following Qualifications: Strong analytical, organizational, and communication skills High attention to detail and client service orientation Ability to learn quickly in a fast-paced advisory environment Proficiency with Microsoft Excel and financial planning software (e.g., Money Guide Pro, Tamarack, Junxure, Redtail) Perks & Benefits 401(k) with Employer Match Health Insurance (with HSA option) Dental Insurance Vision Insurance Life Insurance Flexible Paid Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance Maternity/Paternity Leave Policy About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets 1 across 65 offices and 310 team members. Stimulating Environment At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to participate in various Employee Resource Groups (EmpowHER, Mosaic, NextGen) Professional growth opportunities Friendly and collaborative work environment World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1 As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. #LI-MS1

Duties and responsibilities * Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client. Provides timely direction and follow-up. * Identify suitable investment opportunities that align with clients' risk profiles and objectives. * Partners and prospects within WaterStone Bank by establishing relationships with bank employees to obtain qualified referrals. * Develops prospects for new client relationships through networking and COI building. * Keeps apprised of current financial market trends, strategies, product offerings, regulations and provides objective advice based on this information. * Focused on growing and protecting client assets including but not limited to; tax planning, retirement planning, estate planning and other financial matters, growth and protection of assets. * Responsible for significant growth and development of the bank's book of business, including GDC and Assets under Management. * Actively works with WSB Supervisor and Broker Dealer to refine selling and communication skills. * Periodically present seminars to WSB staff or prospects to educate, inform and garner business. * Design and implement follow up plans for clients in a manner that matches their communication style and investment needs. * Adhere to ethical standards and fiduciary responsibilities, always acting in the best interest of the client. * Other duties as assigned. Qualifications Experience Required * 3-5 years sales and business development experience Preferred * 5-7 years of experience in the investment/wealth management field. Education Required * High School diploma or general education degree (GED) * Series 7 and series 63/65 or 66. Valid Wisconsin Life Insurance License Preferred * Bachelor's degree in finance or business is preferred. * Additional education and/or experience: List if applicable. Working Conditions: Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance. A valid driver's license in required. Driving record must be in accordance with WSB's Vehicle Safety Policy. Benefits for Full-Time Position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Financial Analyst Internship Paid Internship - Summer 2026 Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Ready to kick-start your career in an internship that's "on the money?" Join Uline as a 2026 Financial Analyst Intern! You'll get hands-on experience and work with finance professionals at a company that recognizes hard work and values people. With Uline's growth and stability, your career possibilities are endless! A 2025 Handshake Early Talent Award-winning company! Position Responsibilities * Enhance your technical and financial skills through on-the-job experience and training. * Complete regular financial reporting, analysis and forecasting. * Analyze competitor data while completing a variety of financial projects. * Collaborate on assignments with multiple other teams such as in IT, Accounting, Credit Research / Analysis, Tax and Operations, among others. Minimum Requirements * This full-time, 12-week internship is open to Junior-status college students only. * Pursuing a bachelor's degree in finance or accounting. * Previous Financial Analysis coursework preferred. * Strong analytical, problem-solving and communication skills. Benefits of a Uline Internship * Gain professional work experience by executing meaningful business projects. * Work with a dedicated mentor assigned specifically to you. * Live nearby in complementary housing for out-of-town interns. * Join a positive and collaborative in-person work environment. * Earn competitive pay over summer and the potential to join Uline full-time upon graduation. Intern Perks * "Lunch and Learn" sessions to expand your business and industry knowledge. * Outings and networking events with interns across all departments. * On-site café with meals prepared fresh by executive chefs. * First-class fitness center with sauna and walking trails. About Uline Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 14 locations. Uline is a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site. EEO/AA Employer/Vet/Disabled #LI-LM5 #CORP (#IN-PPIN) Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline.jobs to learn more!

The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. Key Responsibilities * Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth. * Responsible for significant growth in assets under management and revenue growth resulting in a profitable book of business. * Proactively review current book to ensure proper client segmentation and transition to appropriate resources. * Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and commercial banking. * Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics. * Understand client's financial objectives through consistent purposeful discovery process by integrating financial planning concepts and process. * Match prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship. * May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant. * Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. * Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals. * Manage a team of associates to meet and exceed performance expectations; monitor and hold staff accountable for their performance and their actions. * Create and sustain an environment which supports teamwork and mutual respect. Required Experience * Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education. * Minimum of 2 years experience in the financial industry in a client facing business development role. * Financial experience must include demonstrated analytical, problem solving, strategic and tactical thinking/implementation skills * Developed networking skills, comprehensive understanding of group dynamics and working with Centers of Influence. * Solid understanding of finance and economic principles. * Must be focused on industry and competitive trends and exhibit a proactive approach to product and technology needs to remain relevant to our clients. * Series 7, 63 or 66 required or must be obtained within 6 months * All state required Insurance licenses. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

We are the Experience Agency Making Unforgettable Stories Born of Humanity NOT JUST EXPERIENTIAL. EXPERIENCE. The lines have blurred. People live in the physical, digital, and social worlds all at once, and your brand experiences should do the same. NOT JUST TELLING. MAKING. The best stories are lived, not heard. Make an immersive world for people to explore so they can experience something they'll never forget. NOT JUST CONSUMERS. HUMANS. It all starts with the human. If you want to make a lasting impact, look beyond the wallet to understand what motivates and inspires people. GMR is looking for a detail-oriented and analytical finance professional to join our team as a Client Finance Analyst. Reporting to the Program Finance Manager, this role plays a critical part in supporting our marketing programs by owning financial management from budgeting through reporting and compliance. In this role, you will take independent ownership of one or more programs from a financial standpoint, with a strong focus on budget oversight, financial reporting, and compliance. You'll partner closely with cross-functional internal marketing and support teams to ensure financial accuracy, transparency, and alignment with program goals. You will thrive in this role if you are highly organized, proactive, and confident navigating complex financial details in a fast-paced agency environment. If you enjoy collaborating across teams, managing budgets with precision, and contributing to operational excellence, we'd love to hear from you. REQUIRED SKILLS Budget Management & Financial Ownership. You'll independently manage the financial health of assigned programs, tracking actual expenditures, maintaining forecasts, and ensuring alignment with approved budgets. You'll collaborate daily with marketing team members to assess financial impacts of program updates and changes, manage budget creation, and prepare client-requested financial reports, scenarios, and analyses that provide clear insight into program performance. Financial Reporting & Analysis. You'll prepare and deliver monthly and quarterly financial reporting, including budget vs. actual variance reports, reforecasts, and accruals. Your attention to detail and analytical mindset will help ensure accurate reporting and clear communication of financial performance to internal and client partners. Financial Compliance & Invoice Management. You'll help ensure compliance with GMR and client financial controls by reviewing client billings against signed agreements, approved operating budgets, and MSAs. This includes detailed review of third-party contracts, vendor billings, and GMR purchase orders to ensure scope alignment, budget accuracy, and adherence to purchasing guidelines. Cash & Asset Management. You'll oversee daily, weekly, and monthly cash management activities and maintain the master asset list, helping ensure financial accuracy and accountability across programs. Cross-Functional Collaboration & Support. You'll act as a financial consultant to internal marketing teams, offering guidance on budget allowances, purchasing procedures, compliance requirements, and financial best practices. You'll collaborate with internal support teams, support special projects, and contribute to identifying process efficiencies and cost-saving initiatives. Dynamic & Detail-Oriented Mindset. You take full ownership of the programs you manage, holding yourself accountable for financial accuracy, timelines, and outcomes. You are a proactive problem-solver who works independently while staying closely connected to cross-functional partners across multiple departments. You communicate clearly and effectively with a wide range of stakeholders, adapting your approach based on audience and context, while managing sensitive financial information with discretion. You stay organized under competing priorities and remain flexible as programs evolve, ensuring alignment and trust across teams. The annual range for this role varies between $60,000- $70,000 and may vary depending on the candidate's experience. Benefits for this role include health/vision/dental insurance, 401k, employee stock purchase plan, vacation, personal days and paid holiday time. You are also eligible to participate in disability, life insurance, FSA/HSA plans subject to the terms and conditions of such benefit plans. Please don't let our posted ranges keep you from exploring this or any other exciting opportunities within our agency. Our guiding principles can be found here. To view our compliance policies, please go to the main menu on our site GMR Marketing: Experience Marketing Agency.

As business owners, Financial Representatives at Northwestern Mutual - Whitefish Bay help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023