Back Financial Advisor - Securities Administration #31-8560 Jackson, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Jackson Main - Jackson, OH.
Market Columbus Work Hours per Week 37.5 Requirements
Bachelor's Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.
Job Description
SUMMARY:
The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management.
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events in support of WesBanco Securities.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.
Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Jackson, Ohio, United States
$49k-82k yearly est. 5d ago
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Public Finance Investment Banking Analyst - Healthcare
Piper Sandler Companies 4.8
Ohio
At Piper Sandler, we connect capital with opportunity to build a better future.
We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level.
About our Public Finance Group
We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here.
We are currently looking for a Public Finance Investment Banking Analyst to join the public finance Healthcare team in Columbus, Ohio.
About the Role
Our analyst position offers a unique opportunity for ambitious professionals seeking to play a meaningful role in connecting capital with opportunity to finance projects for not-for-profits, governments, and developers who are engaged in building the country's infrastructure. Analysts prepare bond sizing cash flows and debt profiles to analyze and structure debt, presentations, proposals, and a variety of ad hoc collateral material. Analysts should be prepared for direct interaction with senior bankers and clients in a highly competitive, rewarding, team-oriented environment to execute successful financings
.
Qualifications & Skills
Education: B.S. or B.A. required. Preferred majors include Business, Economics, Mathematics, Political Science, Engineering, or Public Administration.
Experience: 0-3 years of related experience (banking, accounting, or government finance) is a plus, but will actively consider upcoming or recent graduates.
Technical Skills: Advanced proficiency in Excel, PowerPoint, and Word is critical. Excellent analytical and financial modeling skills is a "must."
Soft Skills: Strong interest in public finance/public sector work, excellent written/verbal communication, and the ability to manage multiple projects under pressure
Ability to demonstrate high achievement, particularly in a team setting
Operates consistently with the highest degree of integrity and accountability
Quickly builds trust across multiple constituencies
Well organized, attention to detail and able to manage multiple projects under pressure
Strong communication and professional presence with clients required
Successful candidates will be enthusiastic, highly self- motivated, and go the extra mile in terms of effort and hours when needed
Key Responsibilities
Quantitative Modeling: Develop financial models to structure and optimize debt transactions (e.g., calculating debt service, sizing bond issues).
Credit Analysis: Research and analyze client debt loads, local economic conditions, and financial strengths to help determine creditworthiness.
Transaction Execution: Assist in all steps of the bond issuance process, from drafting responses to Requests for Proposals (RFPs) to preparing closing documents.
Marketing & Pitching: Prepare presentation materials for financing proposals, new business development, and bond rating agencies
Documentation: Draft disclosure documents for bond sales and coordinate transaction details with clients and legal teams
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting salary range for individuals expressing interest in this position is $80,000 - $100,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
*LI-AH1
$80k-100k yearly Auto-Apply 32d ago
2027 Asset Management Product Summer Analyst Program
Jpmorgan Chase & Co 4.8
Columbus, OH
JobID: 210691737 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; New York,NY ; $100,000.00-$100,000.00; Columbus, OH $100,000-$100,000 USD
Are you curious about portfolio management and investment strategies? We're looking for energetic, creative talent to join our global team of experts in evaluating new investments for a diverse base of clients. You will have the opportunity to start in New York to gain insights into business strategies before joining an investment products team.
As a Summer Analyst in the 2027 Asset Management Product Program, you will collaborate with industry experts to develop investment solutions for institutional investors, mutual funds, ETFs, and other large-scale clients-including corporations, governments, and not-for-profit organizations-worldwide. You'll work with client portfolio managers, traders, research analysts, marketers and client advisors to analyze and execute investments strategies. These solutions will give you exposure to the various asset classes, including equities, fixed income, real assets, hedge funds and private equity.
Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills.
Job Responsibilities:
* Collaborate with mentors and a supportive team to learn and grow.
* Develop innovative ideas to enhance our business.
* Undertake assignments that directly impact clients, helping them achieve their business goals.
* Network with industry leaders and access best-in-class training.
* Sharpen technical skills and finance and accounting principles.
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree (No MBA).
* Attending a college/university in the U.S.
* Expected graduation date of December 2027 - June 2028.
* Excellent communication and presentation skills.
* Strong quantitative skills and a passion for investing.
* Exceptional organizational skills and multitasking ability.
* Strong initiative, energy, and confidence.
* Good judgment and discretion with confidential information.
Preferred Qualifications, Capabilities, and Skills:
* Background in financial accounting, financial analysis, or mathematics is a plus.
* Genuine interest in financial markets, investing, and macro-level economics.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Work Authorization:
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations
Locations and teams you may join:
* Equities - New York
* Global Fixed Income Currencies and Commodities - New York
* Global Fixed Income Currencies and Commodities - Columbus
* Global Fixed Income Currencies and Commodities - Leveraged Credit Team - Indianapolis
* Alternatives: Hedge Funds - New York
Alternatives: Private Equity - New York
* Alternatives: Real Estate - New York
* Alternatives: Real Estate - Los Angeles
* Alternatives: Private Credit / Special Situations - New York
* Global Liquidity - New York
* Multi Asset Solutions - New York
* Multi Asset Solutions - Columbus
* ETFs - New York
* Quantitative / Research - New York
Team preference and location will be taken into consideration on your application. You will not be reviewed for teams that you do not list as a preference. Once your application is submitted, you cannot change your team and location preferences.
Learn more about our teams below:
* Equities: We manage a broad range of equity investment strategies globally with dedicated portfolio managers, research analysts and traders who have expertise in helping clients of all sizes.
* Global Fixed Income Currencies and Commodities: We manage global bond strategies that invest across a broad range of sectors including government, corporate, securitized, and emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our team includes portfolio managers, research analysts, investment specialists, traders, and risk management.
* Leveraged Credit: Our team manages over $70 billion in assets with a strong history of long-term performance. We combine portfolio management, credit research, and trading to deliver innovative investment solutions for a diverse range of clients. You'll work with senior professionals to evaluate high yield bonds, leveraged loans, and private credit, gaining hands-on experience and actively contributing to the investment process.
* Alternatives: Explore a diverse range of alternative investment opportunities across hedge funds, private equity, real estate, and private credit in key financial hubs like New York and Los Angeles.
* Hedge Funds: We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range of products and capabilities to help investors reach their objectives.
* Private Equity: We build and maintain the private equity portfolios for our clients.
* Real Estate: Where innovation meets opportunity. We come up with innovative ways to invest in real estate.
* Global Liquidity: We help clients invest within a range of currencies, risk levels and durations, including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts.
* Multi-Asset Solutions: We manage multi-asset portfolios investing across equities, fixed income, alternatives, and FX. Our strategies are informed by the insights of our quantitative and fundamental research teams and access the investment solutions from across JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds, model portfolios, and custom institutional accounts. Our team includes portfolio managers, quantitative research analysts, fundamental macroeconomic strategists, investment specialists, and risk management.
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
J.P. Morgan Asset Management designed a YouTube video series to help future talent better understand what is Asset Management and why it's so important. Click here to view the series.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$100k-100k yearly Auto-Apply 17d ago
Financial Advisor Trainee
Raymond James 4.7
Dublin, OH
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
If hired as a team candidate, the team will provide the specific goals and expectations.
Meets production targets that impact overall company revenue goals.
Develops a book of business consistent with AMP program goals for assets under management and required production.
Provides a high level of client service.
Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
Opens, transfers, and closes customer accounts.
Maintains appropriate account records while monitoring the customer's portfolio.
Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
Stays abreast of investment products, industry rules and regulations, and financial planning.
Performs other duties and responsibilities as assigned.
Knowledge of
Economic and accounting principles and practices.
Financial markets, banking, and financial data analysis and reporting.
Basic principles and methods for showing, promoting, and selling products or services.
Firm's working structure, policies, mission, strategies, and compliance guidelines.
Skill in
Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
Identifying the needs of customers through effective questioning and listening techniques.
Ability to
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
Continuously learn investment products, industry rules and regulations, and financial planning.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
Establish and maintain effective working relationships with clients and colleagues.
Persevere, handle rejection and show resilience during the prospecting and networking process.
Network in the community and effectively market him or herself and Raymond James.
Demonstrate persistence in the face of obstacles.
Accept criticism and deal calmly and effectively in high stress situations.
Education/Previous Experience
Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
$70k-101k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Westpoint Financial Group 3.8
Columbus, OH
🚀 Career Changers Wanted | Build Your Own Financial Advisory Practice
📍
Indianapolis, IN
💼
Commission-Based | $80,000-$110,000 at plan yearly
You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots.
At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back.
Why Join WPFG?
✅ Non-captive model = freedom + flexibility
✅ 100+ advisors who made the switch (many mid-career)
✅ Real mentorship. Real growth. Real ownership.
What You'll Do:
Help people protect what matters and build long-term wealth
Leverage your community relationships to grow your client base
Build your business with the support of a proven team and infrastructure
Stay at the forefront of financial planning and risk strategies
What You Bring:
A strong network and a reputation for being dependable
High sense of urgency + drive for autonomy
Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
Four year degree preferred
A desire to build something bigger-for your clients and yourself
📈 If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more!
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Return to WestPoint Financial Group
$80k-110k yearly 60d+ ago
Financial Services Field Internship
Thrivent Financial 4.4
Columbus, OH
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you.
We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent's involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training.
Participate in a robust orientation and training program.
Shadow financial advisors during client meetings, workshops, community events and daily work.
Learn to prepare financial plans and analyses.
Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms.
Participate in team meetings that include weekly activity updates, new trends and concepts.
Observe regional seminars and workshops.
Attend virtual seminars with corporate employees to better understand the industry and the profession.
Work with the Engagement Team to develop a strategy to integrate Thrivent's generosity programs.
Collaborate with other interns to research and present a project, based on best practices in building a financial services business.
Position Qualifications:
College junior or senior working toward a degree in business, finance, marketing or related field.
Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT).
Strong analytical and problem-solving skills; oral and written communication skills.
Course Credit:
Thrivent internships are available for course credit, but must be coordinated with your school administration.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$34k-40k yearly est. Auto-Apply 60d+ ago
Corporate Finance Intern
Hexion 4.8
Columbus, OH
Imagine Everything. Build the Future with Hexion. At Hexion, we push boundaries, rethink possibilities, and create real impact. We activate science to deliver progress-developing breakthrough solutions that strengthen industries, protect communities, and drive a more sustainable future.
This is where bold thinkers, problem-solvers, and innovators come together to shape what's next. Whether you're engineering advanced materials, transforming manufacturing technologies, or leading strategic innovation, your ideas and actions leave a lasting mark. We cultivate an inclusive culture of growth, collaboration, and accountability, ensuring every contribution propels us forward.
We don't follow the status quo-we challenge it, disrupt it, and improve it. Every role at Hexion is part of something bigger.
We invest in innovation, sustainability, and continuous development-equipping you with the tools, training, and opportunities to excel. With an unwavering commitment to safety, partnership, belonging, and impact, we empower you to lead change and strengthen industries worldwide.
Your Future Starts Here.
If you're ready to push limits, reimagine what's possible, and create the extraordinary, Hexion is where you belong.
Anything is possible when you imagine everything.
Position Overview
Hexion's Internship Program is an opportunity for students to bring their passion and educational experience to a global leader in specialty chemicals and an environment driven by our Core Values. These include:
$33k-37k yearly est. 60d+ ago
Campus - Mortgage Finance Summer Intern
NVR, Inc. 4.7
Columbus, OH
NVR has been helping families build their happily ever after since 1948. As a Top 5 US homebuilder, we're committed to quality and to our customers and we take pride in the over 500,000 new homes we have sold and built across the country. Working in the homebuilding industry is tangible and rewarding, but not every job at NVR requires a hard hat. We don't just sell and build new homes; we also manage teams, acquire land, manufacture materials, provide mortgages to our customers, and provide corporate support to NVR's multi-billion dollar business operations.
Join us for the summer and apply your schoolwork to real-life business situations with a growing industry leader.
The NVR Mortgage Summer Internship program will provide you with hands on experience in all aspects of the mortgage process for our Ryan Homes, NVHomes or Heartland Homes homebuilding customers. You'll receive practical experience in processing, closing, underwriting, customer communication and negotiation while learning about the regulatory process that governs the mortgage industry. You will gain valuable experience, embrace key responsibilities, and be compensated for it. And it's interesting to note that many of our past summer interns are now full-time employees!
Primary Responsibilities
* Work alongside mortgage professionals as they pre-qualify prospective home buyers and negotiate competitive financing options
* Learn how to guide customers from initial application to their settlement date in a highly competitive marketplace
* Gain experience in processing and obtaining mortgage approval and conducting mortgage closings
* Learn about the homebuilding industry that NVR Mortgage supports
* Spend time with sales and production teams to experience the hard work and management skills that come together to deliver a customer's dream home
Qualifications
* Current enrollment in college degree program (scheduled to graduate within 12 months of the internship is preferred)
* Highly driven & self-motivated with leadership experience
* Strong communication skills
* Current Driver's License
* Students from all degree majors are welcome
Life at NVR
At NVR, our industry-leading training and mentoring give you the tools and knowledge you need to succeed. All our employees periodically head out into the field with our regional trainers, learning first-hand how we build our homes, source our materials, work with suppliers, interact with our customers, and more.
As an organization, we are committed to helping you become one of our 80% of managers who are promoted from within. As soon as you join the team, we pair you with mentors who are eager to share their knowledge, provide guidance and help you find success.
We are an Equal Opportunity Employer.
Drug Testing and Credit Check are required.
Applicants must be legally entitled to work in the United States, as NVR does not provide visa sponsorships.
$27k-31k yearly est. 5d ago
Finance Intern
Worthington Enterprises 3.9
Columbus, OH
Worthington Enterprises is looking for a student to assist its Finance function within the Heating Cooling & Construction Unit. The internship involves data analysis, management reporting, and various ad hoc accounting and financial tasks. This program has been highly successful at giving valuable experience to students as well as providing potential long-term opportunities within the company. Candidates must be willing to work part-time during the school year.
Responsibilities:
Prepare data for monthly meetings with our Sales organization around customer demand, metrics, and profitability
Provides supply chain team with key analysis to support monthly S&OP meetings
Prepare pricing analysis sheets to assist the Sales team in price desk meetings
Desired Experience:
Accounting or Finance Major
Immediate and ongoing availability
15-20 hours minimum during school year and 40 hours during summer 2026
Grade Point Average: 3.0 or above
$29k-32k yearly est. Auto-Apply 11d ago
Financial Analyst Intern (Summer 2026)
Total Quality Logistics, Inc. 4.0
Cincinnati, OH
Country USA State Ohio City Cincinnati Descriptions & requirements About the role: This internship is designed for rising seniors who want to apply classroom knowledge to real-world business challenges. You'll work alongside experienced finance professionals, contribute to meaningful projects, and develop skills that set you apart in the competitive job market.
What's in it for you:
* Paid internship at $15/hour
* Grow your professional network and develop your skillset alongside industry experts
* Immersion into TQL's award-winning culture through meet & greets, team events and more
* Gain valuable real-world experience at a Certified Great Place to Work with 800+ lifetime workplace award wins
What you'll be doing:
* Assist in preparing monthly and quarterly financial reports for leadership
* Support budgeting and forecasting processes by analyzing historical trends and business drivers
* Help maintain and enhance financial models that guide strategic decisions
* Collaborate with cross-functional teams to gather operational and financial data
* Conduct ad-hoc analysis to support business initiatives and growth strategies
* Run and design Access and SQL queries with the training and support of your team
What you need:
* Current student graduating between May 2027 - December 2028
* Pursuing a degree in Finance, Accounting, Economics, or related field
* Strong analytical and problem-solving skills
* Proficiency in Microsoft Excel; experience with financial modeling is a plus
* Excellent attention to detail and organizational skills
* Ability to work independently and in a team environment
* Strong communication skills, both written and verbal
Where you'll be: 4289 Ivy Pointe Blvd, Cincinnati, OH 45245
Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered.
About Us
Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it.
As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck.
What's your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big.
Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.
If you are unable to apply online due to a disability, contact recruiting at ******************
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$15 hourly 4d ago
Financial Professional
TMM Financials
Ohio
- Provide financial guidance and advice to clients based on their individual needs and goals - Develop and maintain relationships with clients to understand their financial situation and objectives - Analyze financial information to determine suitable investment strategies and products - Assist clients in managing their financial portfolios and making informed investment decisions - Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans - Conduct regular reviews of clients' portfolios to ensure alignment with their goals and make adjustments as necessary - Participate in ongoing education and training program
Experience - Previous experience in a financial services role preferred - Excellent communication skills, both verbal and written, to explain complex financial concepts to clients - Experience in retail sales or customer service is a plus
The ideal candidate for this position will have excellent interpersonal and communication skills, have a passion for educating and helping others, and want to learn and grow professionally. We are looking for US citizens, who are willing to get licensed, who are professional and eager to build something for themselves and their clients. This position is commission based.
If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Professional and make a positive impact on the lives of our clients.
$43k-80k yearly est. 60d+ ago
Investment Advisory Services Intern
Valmark Financial Group 4.1
Akron, OH
The Investment Operations team is seeking a motivated intern to gain hands-on experience working with industry-leading custodians such as Charles Schwab and Bank of New York Mellon/Pershing. This internship provides exposure to multiple areas of the financial services industry, including investment advising, operations, technology, and tax-related processes.
As an Investment Advisory Services Intern, you will develop practical, real-world skills while supporting critical account operations and collaborating with experienced professionals. This is an excellent opportunity for students who are passionate about finance, eager to learn, and interested in building a strong foundation for a future career in the industry.
Job Summary:
The Investment Advisory Services Intern supports our Financial Advisors and Investment Advisory Services teams by assisting with account service and maintenance requests. This role plays a key part in facilitating new account setup, money movements, account servicing, and asset transfers through our custodial partners.
Essential Functions and Responsibilities:
Process new account requests and account maintenance activities with custodians, including asset transfers and money movements
Monitor custodial reports and notifications, taking appropriate action to resolve outstanding or actionable items
Utilize multiple software platforms to manage daily workflows, including Microsoft Office, CRM systems, OnBase, MyCase, LaserApp, Schwab Advisor Center, and Pershing NetX360
Document detailed and accurate notes in CRM systems for follow-up and collaboration with team members
Perform daily follow-up on outstanding new account and investment advisory requests
Assist with special projects, including generating regulatory and compliance reports, conducting research, and updating data
Support team members with research, issue resolution, and troubleshooting
Provide backup assistance to other team members as business needs arise
Perform additional duties and projects assigned by management
Related Qualities:
Our ideal candidate has the following qualities:
Long-term career interest in the firm and financial services industry, with a desire to grow from an internship into a full-time position
Professional, clear, and effective communication skills
High level of attention to detail and organizational skills
Proactive mindset with the ability to manage responsibilities independently
Commitment to personal and professional development
Requirements:
Authorized to work in the United States without sponsorship
Currently enrolled pursuing a degree in Business Administration, Finance, or a related field
Availability to work onsite in Akron, OH:
16-24 hours per week during spring and fall semesters
25-40 hours per week during summer months
Pay: $20 per hour
$20 hourly 5d ago
Summer 2026 Internship - Finance
Howmet Aerospace 4.1
Cleveland, OH
We are seeking highly motivated and energetic students for the 2025 summer intern program at Howmet Engine Systems. The program consists of 10-14 weeks of structured hands-on training involving plant tours, seminars, networking events, speaker training, and a project selected to add direct value to the business. At the conclusion of the program, interns will present their projects to plant managers, supervisors, and mentors. An internship at Howmet Engine Systems will provide an invaluable experience that you can utilize in any roles, and it's Howmet Aerospace's goal to evaluate our interns for potential entry-level openings.
Open Position
Finance Intern
Basic Qualifications:
Candidate must be pursuing a Bachelor's degree from an accredited institution.
Minimum completion of Sophomore level coursework from an accredited institution.
Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
Preferred Qualifications:
Currently enrolled in a Bachelor's degree program in from an accredited institution.
Strong verbal and written communication skills
Excellent analytical skills
Ability to work in a self-directed or team environment.
Relevant internship/work/research experience a plus.
We are seeking highly motivated and energetic students for the 2025 summer intern program at Howmet Engine Systems. The program consists of 10-14 weeks of structured hands-on training involving plant tours, seminars, networking events, speaker training, and a project selected to add direct value to the business. At the conclusion of the program, interns will present their projects to plant managers, supervisors, and mentors. An internship at Howmet Engine Systems will provide an invaluable experience that you can utilize in any roles, and it's Howmet Aerospace's goal to evaluate our interns for potential entry-level openings.
Open Position
Finance Intern
Basic Qualifications:
Candidate must be pursuing a bachelor's degree from an accredited institution.
Minimum completion of Sophomore level coursework from an accredited institution.
Employees must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
Preferred Qualifications:
Currently enrolled in a Bachelor's degree program from an accredited institution.
Strong verbal and written communication skills
Excellent analytical skills
Ability to work in a self-directed or team environment.
Relevant internship/work/research experience a plus.
$32k-37k yearly est. Auto-Apply 9d ago
Financial Operations Intern
Union Home Mortgage Corp 4.0
Strongsville, OH
Union Home Mortgage's L.E.A.D Internship Program's goal is to provide a fun, interesting, and real-world environment for our interns to Learn about the industry, be Educated by Sr. Leadership and their peers, Achieve their personal goals and Develop their skills and knowledge base. We pride ourselves in providing innovative programs for our interns in order for them to learn and grow they progress through their careers. Some of the programs we offer include: shadowing, mentoring, professional development, group projects and we even take our interns on corporate outings! Our internship program gives students a chance to meet new people, gain more experience, and learn from the best in the business! Our interns are treated like full-time Partners who work 40 hours a week during the 3-month summer program, are compensated, and based out of headquarters in Strongsville, Ohio.
Financial Operations Intern assist our Operations teams with loan production, reviewing sensitive application materials, conducting outreach to stakeholders, and making sure data is accurate in a timely manner. Financial Operations Internships are perfect for students without any formal internship experience, looking to gain valuable financial experience in a corporate work setting. Ops Interns learn how to review loan application materials, utilize financial software, perform tasks independently and collaboratively, and take ownership of their own work. Students that are interested in financial operations are put through as general operations candidates and could be considered and placed in any one of the below departments:
The Construction/Rehab Intern will work with the operations team at Union Home Mortgage to ensure the running of the Construction/Rehab team through various forms of engagement, such as work with Departmental Reports, Loan Officers, and Borrowers. This position's goal is to assist with the new home construction and completion process.
DUTIES & RESPONSIBILITIES
* Review Builders by pulling and preparing all required reports
* Maintain Builder acceptance report
* Conduct reference calls
* Prepare modification documents/conversion documents at the time of construction completion for borrower signature
* Close out construction loans and prepare documentation for boarding and shipping
* Communicate regularly with stakeholders including Operations Partners, Loan Officers, Title Agencies, Builders and Borrowers.
Servicing Intern: The Servicing Intern will gain hands-on experience across multiple areas of mortgage loan servicing. This role supports various operational functions including customer service, cash handling, document management, data entry and validation, mail processing, and communication with internal and external stakeholders. The intern may also assist with specialized servicing tasks such as property taxes, homeowners insurance, loss mitigation, escrow administration, reporting and analytics, and servicing of unique loan products.
DUTIES & RESPONSIBILITIES
The responsibilities listed below represent some of the tasks the Servicing Intern may be assigned. Additional duties may be required based on business needs.
* Provide support to the Customer Service, Servicing Oversight, Special Loans, Default teams by responding to inquiries and assisting with customer account updates.
* Assist with cash handling processes, including payment posting and reconciliation.
* Manage document filing, retrieval, and organization to ensure accurate recordkeeping.
* Perform data entry and validation to maintain integrity across servicing systems.
* Handle incoming and outgoing mail, including sorting, scanning, and distribution.
* Collaborate with cross-functional teams to support servicing operations and ensure timely resolution of issues.
* Participate in tasks related to property tax payments, insurance tracking, escrow analysis, and loss mitigation efforts.
* Support reporting and analytics initiatives by gathering and organizing servicing data.
* Assist with special loan functions and products, ensuring compliance and proper documentation.
Communicate professionally with internal partners, external vendors, third-party contacts, customers, brokers, and loan officers to facilitate servicing activities
$29k-36k yearly est. 12d ago
Finance Co-op - US - Fall 2026
GE Aerospace 4.8
Evendale, OH
SummaryAre you ready to see your future take flight? At GE Aerospace, we believe the world works better when it flies. We are a world-leading provider of jet engines, components, and integrated systems for commercial and military aircraft. We have a relentless dedication to the future of safe and more sustainable flight and believe in our talented people to make it happen.Job Description
Job Summary:
Our Financial Management Program (FMP) Internship is a ten-week early career development internship that will ignite your career growth and position you as an emerging finance and business leader at GE Aerospace. The internship assignments consist of projects across finance in our key focus areas, including Commercial Finance, Supply Chain Finance, and Financial Planning & Analysis. Internship/co-op opportunities provide experiences that will expand the knowledge base and demonstrate leadership ability. Finance co-ops/interns will receive ample opportunities to build the foundation for their finance careers. You'll build relationships with interns/co-ops and leaders through intern community events and grow through professional development and mentoring options.
Essential Responsibilities:
Complete 10-week project in one of GE's core finance competencies: Commercial Finance, Supply Chain Finance, and Financial Planning and Analysis
Complete two courses focused around communication skills in business and data analysis tools to leverage in the workplace in parallel to your project
Work alongside and present to senior leaders who will act as coaches and mentors on your assignments.
Actively uphold GE's values by participating in our inclusive culture both inside the company and in the communities, we serve
Willingness to relocate to headquarters in Cincinnati, Ohio
Qualifications/Requirements:
Graduation date on or before May/June 2028
Attending a full-time matriculated and nationally accredited bachelor program in Accounting, Finance, Business Administration, Economics, Operations Management, Data or business Analytics, or Mathematics
Minimum 3.0 cumulative and in-major GPA off a 4.0 scale without rounding
Eligibility Requirements:
Any offer of employment is conditioned upon the successful completion of a background investigation and drug screen. Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.
Desired Characteristics:
Humble: respectful, receptive and agile, eager to learn
Transparent: shares critical information, speaks with candor, contributes constructively
Focused: puts safety first, prioritizes work with impact, continuously improves process
Leadership ability: strong communicator & decision-maker
Problem solver: analytical-minded, solves complex problems, aim for improvements
Preferred: Understanding of business concepts/strategy; intern/coop experience in finance; business/accounting or analytical coursework; knowledge of Lean Methodology; multiple language skills; geographic mobility
Benefits:
Pay rates for this position begin at $18.25/hour and increase for each undergraduate year completed. Relocation support and housing assistance is available for those who relocate to a new city.
Equal Opportunity Employer:
GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an
Equal Opportunity Employer
.
Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
This role requires access to U.S. export-controlled information. Therefore, employment will be contingent upon the ability to prove that you meet the status of a U.S. Person as one of the following: U.S. lawful permanent resident, U.S. Citizen, have been granted asylee or refugee status (i.e., a protected individual under the Immigration and Naturalization Act, 8 U.S.C. 1324b(a)(3)).
Additional Information
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: Yes
$18.3 hourly Auto-Apply 8d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Beachwood, OH
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.
Employer Address: Mount St. Joseph University 5701 Delhi Rd. Cincinnati, OH 45233 Department: Institutional General Status: Non-Exempt Supervisor Contact Information: Tiffany Stewart, Assistant Director of Recreation | ********************************* | *************
Job Location: Cincinnati Recreation Commission Finance Division, 805 Central Ave., Centennial II 8th Floor, Cincinnati, OH 45202 |
Pay: The Student Employee Pay Wage Policy can be found on my Mount
Evaluation Period: Annual performance evaluations if the student works the entire academic year. If the student works one semester, the performance evaluation will be completed after that semester
Purpose of Position: The role of Finance Department Intern provides support for all areas within the Cincinnati Recreation Commission.
Duties and Responsibilities:
* Reconciling cash receipts.
* Compare cash receipt documentation received from the Recreation Centers to what has been deposited in the bank.
* Write up cash receipts summary workpapers to reflect the appropriate accounting code to post to the general ledger.
* Input data from cash receipts summary into Excel general ledger.
* Research data in Rec Trac point of sale system and bank transaction journals.
$38k-42k yearly est. 35d ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Dayton, OH
Bank of America 4.7
Miamisburg, OH
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$46k-77k yearly est. Auto-Apply 33d ago
Finance Intern
Crane Co 4.3
Piqua, OH
BUSINESS UNIT: Crane Pumps & Systems
DEPARTMENT: Finance
SEGMENT: Process Flow Technologies
REPORTS TO: AP/AR Manager
BASIC FUNCTION:
The Finance Intern will be an active part of our team and will gain exposure to a variety of areas of the accounting function on an everyday basis. This is a Full-time (40 hours per week) position during the summer of 2024 and transitioning to Part-time when school starts (approx. 20 - 24 hours per week) paid internship. The hours for this position are flexible within our normal operating hours of M-F 8:00 am - 5:00 pm.
RESPONSIBILITIES AND DUTIES:
Assist with special projects:
Help with accounts receivable, payable, and bank statement reconciliation
Work with the finance team on yearly forecasting efforts
Support AR/AP
Data entry
QUALIFICATIONS AND SKILLS:
Must currently be enrolled in a Post-Secondary Program level program
3.0 GPA or higher desired.
Comfortable in a fast-paced environment and handle multiple priorities at once
Must be able to handle sensitive/ confidential information in a professional manner
Ability to address situations with good judgment and integrity
Excellent task management, prioritization, and organizational skills
Strong verbal and written communication skills
Ability to build strong business relationships
Intermediate proficiency with Microsoft Products (Excel, PowerPoint, and Word)
Available to work full-time for the summer of 2024 and transition to part time during school days (20 - 24 hours per week)
Crane Pumps & Systems will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas (Examples: E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN), or those who need sponsorship for work authorization now or in the future, are not eligible for hire at this time.
This description has been designed to indicate the general nature and level of work being performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Crane Company. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, sexual orientation, general identity, national origin, disability or veteran status.
$31k-36k yearly est. Auto-Apply 15d ago
Finance & Accounting Intern
Sotera Health Services LLC
Broadview Heights, OH
Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in "real-work" experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio.
The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc.The name Sotera Health was inspired by Soteria, the Greek goddess of safety, and reflects the Company's unwavering commitment to its mission, Safeguarding Global Health . Sotera Health Company is a leading global provider of mission-critical sterilization and lab testing and advisory services for the healthcare industry. With a combined tenure across our businesses of nearly 200 years and our industry recognized scientific and technological expertise, we help to ensure the safety of millions of patients and healthcare practitioners around the world every year. Across our 64 facilities worldwide, we have over 3,000 employees who are dedicated to safety and quality. We are a trusted partner to more than 5,800 customers in over 50 countries, including more than 40 of the top 50 medical device companies and 8 of the top 10 global pharmaceutical companies.
Sotera Health goes to market through its three best-in-class businesses - Sterigenics , Nordion and Nelson Labs . Sterigenics is a leading global provider of outsourced terminal sterilization and irradiation services for the medical device, pharmaceutical, food safety and advanced applications markets. Nordion is the leading global provider of Co-60 and gamma irradiators, which are key components to the gamma sterilization process. Nelson Labs is a global leader in outsourced microbiological and analytical chemistry testing and advisory services for the medical device and pharmaceutical industries. Learn more about Sotera Health at soterahealth.com.
$28k-40k yearly est. 6d ago
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