Finance representative jobs in Chapel Hill, NC

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $50,000 - $140,000 Responsibilities: Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Be a coachable, organized team member interested in pursuing training development and educational opportunities Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Job duties include, but are not limited to: Sell & Maintain Life Insurance & Annuities Sell & Maintain Assets Under Management Develop and maintain strong relationships with clients Provide tailored financial advice and solutions to clients Manage the sales process from lead generation to closing Continuously learn and apply new industry knowledge Collaborate with the team and share best practices Maintain accurate and up-to-date client records and compliance documentation Qualifications: Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Up-to-date FINRA Series 7 & 63/66 documents are a bonus Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired A required Bachelor's degree in business administration, finance, or similarly related field If you are someone who has: The mindset of a capitalist and the heart of an altruist High energy, a strong work ethic, and a positive, optimistic approach A passion for helping people and a strong sense of mission Confidence, resilience, humility, and total commitment to your work Integrity and trustworthiness in everything you do The desire to create your own success while making a meaningful impact in your community Requirements: Active Life Producer License in your state of residence (Virginia or West Virginia) Proven ability to sell life insurance products and generate leads Excellent phone skills, with the confidence to reach out to new prospects and clients Business mindset with a strong drive to succeed and grow a personal business Strong interpersonal skills and the ability to connect with people from diverse backgrounds Eagerness and willingness to learn and improve About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.

At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance. Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed. Why Join VREV? Uncapped commissions & bonus opportunities - your income is in your hands Merit-based culture - promotions and growth come from performance, not tenure Full training provided - no real estate license required One-on-one coaching and proven sales systems Wellness perks - discounted gym memberships & wellness apps What You'll Do Prospect and build relationships with local real estate investors Conduct in-person property walkthroughs and showings Maintain an organized sales pipeline with consistent follow-up Collaborate with managers on strategy and growth opportunities Participate in sales meetings to share wins and sharpen your edge What It Takes Hungry, driven, and competitive mindset - you want to win Strong interpersonal skills and confidence in sales conversations Resilience when facing objections or rejection Desire for life-changing financial growth Sales experience preferred, but not required The Details Driver's license required; must be able to commute Commission-only role OTE: $100,000-$200,000+ If you've been waiting for an opportunity where hard work truly equals high reward - this is it. Apply today and let's see if you have what it takes to join the top 2% at VREV.

Full-time Description Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Financial Services Specialist II to join our team in Brosville, VA! The Financial Services Specialist II provides leadership and successfully promotes teamwork while coordinating the retail branch deposit service functions in consultation with the Branch Manager. This includes, but is not limited to: Ensuring smooth, efficient Teller operations in compliance with regulatory and operational guidelines Acting as a liaison between the Branch Tellers and other Bank personnel What will you be doing in this role? Performing Teller duties Executing the directives of the Branch Manager and other members of the Bank's management Opens new accounts, certificates of deposit, and other products offered by the Bank. Answers customer questions, provides account opening information, updates customer and account information, and ensures that proper paperwork is completed and entered on the computer system Providing guidance for other Tellers who need assistance in conducting transactions or managing challenging customer issues Assists in preparing reports for branch performance, audit, and compliance purposes. Coordinates regular branch audits and testing. Enhancing Branch operations by recommending changes for improvement Ensuring a neat appearance of facilities and maintaining supply inventories for the Branch What's in it for you? Competitive salary and Incentive Plan opportunity Comprehensive medical, dental, vision and life insurance benefits Generous Paid Time Off (PTO) and 11 paid holidays Paid Parental Leave and other paid extended leave for eligible employees 401(k) Match Program and Pension Plan Tuition Reimbursement Great health and well-being benefits including: telehealth, EAP, specialized treatment of musculoskeletal injuries and conditions, LTD, and various supplemental plans We focus on the growth and development of our employees. The Financial Services Specialist II has the ability to grow professionally at FNB Requirements What will you need? High School graduate or equivalent required. Associate's degree in business, finance, or a related field preferred One to three years of proven customer service and job-related experience, preferably in banking or financial services. Prior experience in opening and servicing customer accounts and knowledge of relevant banking regulations and operational policies is a plus To be a well-organized, detail-oriented, problem solver who shows strong initiative and works quickly and accurately with minimal supervision Excellent oral, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly Proficient in use of PC based products including Word, Outlook and Deposit Pro. Basic Excel skills Basic math skills including ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin Some flexibility to work outside of normal business hours Physical/Environmental Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions This position works in a normal office environment While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision We are proud to be an EEO/AA/M/F/Disabled/Veteran employer

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

GoTriangle, the regional public transit agency serving Wake, Durham, and Orange counties, is currently seeking a Finance Intern. This part-time opportunity involves performing a variety of foundational accounting duties within the Finance Department. The position averages 18-24 hours per week. Duration of the internship may be extended depending on departmental requirements and funding availability. ESSENTIAL DUTIES AND RESPONSIBILITIES Accessing the general ledger via proprietary financial software Creating and inputting journal vouchers Monthly reconciliation of general ledger accounts Participating in monthly close meetings Reconciling bank statements Assisting in the monthly updates of fixed assets Analyzing general ledger accounts for incorrect postings; making necessary corrections Identifying variances monthly in the general ledger and be able to explain as needed Gain a basic understanding of an Annual Comprehensive Financial Report (ACFR) layout and be able to perform various edits and reviews regarding reconciliation of financial statements Utilizing knowledge of MS Word and Excel in the execution and completion of assignments Assisting finance staff in other duties as needed Other duties as assigned. MINIMUM QUALIFICATIONS AND REQUIREMENTS Education and Experience: Qualified candidates will be pursuing or have recently completed a degree in finance or accounting from an accredited university. Additional course work beyond basic accounting is preferred. Experience with business intelligence tools such as PowerBI is a plus. A comparable blend of relevant education and experience may be accepted in place of the stated minimum qualifications, with the exception of a High School Diploma or GED, which must be met as specified. Working Conditions: Works in an environment where there is minimum exposure to dust, noise, or temperature. Work is normally performed in a typical interior office work environment. Other working conditions may require; precise hand/eye coordination, basic keyboarding and other repetitive motions, operation of vehicles, lifting/pushing objects weighing up to or over 10 pounds. None of very limited physical effort and none or very limited exposure to physical risk. Physical Requirements: Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are only occasionally. EEO Statement: GoTriangle is an equal opportunity employer. We are committed to providing equal opportunity and will not discriminate in terms and conditions of employment and employment practices. Decisions are made without regard to race, color, national origin, age, disability, pregnancy, genetic information, gender, sexual orientation, gender identity, marital status, creed, religion, protected veteran and military status or other applicable legally protected characteristics. Accommodations: GoTriangle is firmly committed to a policy of nondiscrimination in employment and to a program of achieving total equality of opportunity for all applicants. If you require reasonable accommodation because of a disability for any part of the application or hiring process, please contact ************. Please indicate the specific assistance needed.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Financial Advisory Services Specialist with an investment/trust/estate planning focus is responsible for providing exemplary member service and helping members obtain life insurance policies, annuities, investment accounts, and identify their estate planning needs as appropriate based on the members' financial goals and objectives, through branch, telephone and/or digital delivery channels. Specialists also work to engage member-facing employees on general financial advisory topics to support the referral process. Performance Expectations and Essential Responsibilities* Develop or increase proficiency in meeting members' needs in the areas of life insurance, investments, trust services, estate planning and retirement planning. This includes explaining products and services, writing policies, opening new accounts and setting Estate Planning Essentials appointments or making an outside attorney referral. Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed obtain assistance with complex scenarios and ensure member needs are being met holistically. Effectively works referrals to ensure members are connected with a qualified FAS employee. Frequently communicates with management about activities and results within assigned area. Develops a strong understanding of each platform's products, services, policies, requirements and open new accounts / place new business effectively in light of those requirements. Must develop a strong understanding and be able to navigate effectively in SECU operational systems, life insurance software, NetX 360, Envestnet and new systems as introduced in the future. Utilize SECU technology, marketing campaigns, lead platforms, referrals and/or member branch visits to achieve daily activity levels that align with insurance productivity benchmarks as communicated by management. Comply with all Credit Union policies and regulatory requirements. Ensure all member information remains confidential and members' accounts are accessed for business purposes only. Follow all security and control procedures. Greet and assist members in a courteous, professional, and timely manner through all service channels - in-person, phone, and digital communication. Actively work with mentor and management team to strengthen proficiency in member service delivery. Ensure that proper identification of members is taking place and all actions are compliant with SECU's Member Information Security Procedure (MISP). Willing to assist in other areas of the operation as needed. Professionally interact with other departments to facilitate member requests. Must maintain acceptable performance level based on Key Performance Indicators (KPI's) and achieve and maintain standards as directed by management. Regular attendance and punctuality are mandatory. Soft skills and call quality must be maintained at an acceptable level. Specialists in the FAS Contact Center must develop a strong understanding of CXOne platform and be available in member-facing phone skill sets as determined by management. Maintain a current and comprehensive knowledge of credit union products and services and possess an ability to provide quality referrals. Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor. Complete all required quarterly training courses, continuing education & other training assigned by management. Have completed, or complete promptly upon hiring, all of the following courses of the SECU Module Program with passing score on the corresponding examinations: Member Eligibility Money Market Share Accounts (MMSA) NCUA Coverage SECU Online Services SECU Policies Overview Share Accounts Tax-Advantaged Accounts We Are SECU! Account Research in OnBase Account Titling & Designations Estate Basics Financial Advisory Services (FAS) Overview Life Stage MARGO Platform MARGO Teller Member Identification Relationship Manager SECU's Member Facing Websites Share Term Certificates U.S. Savings Bonds Minimum Requirements Must have four-year degree in financial planning, finance, wealth management, math or a related field. Existing licenses, designations, experience, or coursework in investments, trust and estate planning, wealth management or a related area (in addition to a high school diploma or GED) may be considered in lieu of the degree requirement. If unlicensed or partially licensed at the time of hire, must obtain the following within 6 months of registration with FINRA: Life insurance license Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66) If hired primarily to be a trust representative, in lieu of investment licenses, must have: Life insurance license ATFA (Accredited Trust Fiduciary Advisor) certification or be eligible to quickly obtain. Some experience as a licensed Insurance, Investment, or Trust Representative is preferred. Some experience in the credit union or financial services industry is preferred. Must maintain all required licenses after obtaining them and satisfy all continuing education requirements. Ability to work independently and as part of a team. Must develop and demonstrate excellent critical thinking skills, problem-solving skills, and good judgment. Must demonstrate excellent written and verbal communication skills. Must be self-motivated. Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust in Credit Union. Must be able to quickly adapt to changes in daily work based on immediate needs. Must have strong multi-tasking and organizational skills. Be discreet in performance of duties and hold information about member accounts in strict confidence. Work additional hours when necessary to execute responsibilities. Must complete training, modules and education as directed by management. Must be able to speak English fluently. Must be able to cooperate and collaborate with co-workers. Must be cordial in all interactions with members and co-workers. Must be willing to engage in ongoing training and professional development. Must adhere to the work schedule and attendance policy established by manager. Travel for training may be required. Must possess vehicle and valid driver's license. Job Environment Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises. Physical Demands Must be able to comprehend and carry out verbal and written instructions. Sits 50%, walk 25%, and stands 25% of the time. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Must be able to communicate clearly in answering members questions. Must listen well to ascertain the services needed by each member. Climbing stairs may be necessary in MSS Centers that are housed on more than one floor. Visual acuity is required to complete necessary documentation. Must be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Internship Description : Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we're in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit ************** or follow them on LinkedIn. Who We Are: Sometimes, a group of people come together and create something amazing. They don't let egos get in the way. They don't settle for the status quo, and they don't complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That's the culture, the moxie, and the story of Aspida. Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that's why we're doing things differently than everyone else in our industry. We're dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. What We Are Looking For: This position is will be within a certain area of the finance team from Tax, Strategy, Controllership, or FP&A. As a broader part of the finance department, this position will have the ability to gain exposure to other functions and high impact projects. This role is required to be onsite 3 days a week at our Durham, NC headquarters. What You Will Do: Budgeting and Forecasting Support Help in the preparation and review of budgets and forecasts. Support variance analysis by comparing actuals vs. budgeted numbers. Account Reconciliation Assist in reconciling bank statements, accounts payable/receivable, and general ledger entries. Identify discrepancies and report findings to senior finance staff. Financial Reporting Help prepare monthly, quarterly, and annual financial reports. Support the team in ensuring accuracy and compliance with company policies. Invoice Processing & Expense Tracking Assist with reviewing and processing vendor invoices and employee expense reports. Ensure documentation accuracy and compliance with internal policies. Market and Competitor Research Conduct basic financial research on market trends, competitors, or investment opportunities. Summarize findings and present to supervisors or team leads. ERP/Finance System Data Entry Enter and maintain data in financial software or enterprise resource planning (ERP) systems like SAP, Oracle, or QuickBooks. Ad Hoc Projects Assist with special projects such as cost-saving initiatives, financial modeling, or data cleanup efforts. What We Provide: Hourly Full-Time hours 9-week summer program What We Believe: At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items. Requirements What We Require: Working towards a Bachelor's degree in Finance or Accounting Analytical, problem solving and organizational skills. Proficiency in Microsoft Word, Excel and Access applications. Clear and concise verbal and written communication skills.

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team ! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor's degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP! As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Wealth Advisor Associate Intern: Work with a high-performing & growth-oriented team of advisors Provide technical and financial support to the advisor team Contribute to research projects Create client presentation materials Be exposed to ongoing client service, sales presentations, and new client onboarding Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions What You Bring as Wealth Advisor Associate Intern: Self-starter with a proactive approach to asking questions and problem-solving Basic knowledge base across investments, economics, accounting, and financial planning A desire to learn more about the wealth management industry Excellent attention to detail, multi-tasking, and time management skills Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis Outstanding ability to communicate, present, and influence your team Requirements : Graduation date in the Spring of 2027 Able to commit 15-29 hours a week throughout your Senior year Start date in May 2026 Job Type : Part-time, hourly, non-exempt Location : This position is based out of our office in Greensboro. This is an in-office position. Salary : $22/hour Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description As a Security Professional - Financial Site Desk in Raleigh, NC, you will serve and safeguard clients in a range of industries such as Financial Institutions, and more. Join a leading team where flexibility meets opportunity. As a Part-Time Security Officer, you can build a schedule that works for you and explore new roles using our Claim a Shift platform. Learn more: aus.com/earnmore. Join Allied Universal as a Security Professional supporting a financial institution location, where you'll monitor and patrol assigned areas to help maintain a secure environment for clients, staff, and visitors. Your presence will help to deter security-related incidents while you deliver exceptional customer service and clear communication. You'll be part of a team that values agility, reliability, and integrity, with a caring culture that puts people first. If you're ready to make a difference and thrive in a dynamic environment, we invite you to apply and grow your career with Allied Universal. Position Type: Part Time Pay Rate: $19.24 / Hour Job Schedule: Day Time Mon 10:00 PM - 06:00 AM Tue 10:00 PM - 06:00 AM Why Join Us: Smart Tools: Access to our exclusive technology to view and claim additional shifts to earn more. Career Growth: Get paid training and access to career growth opportunities. Financial Benefits: Participate in our retirement savings plan to invest in your future. Exclusive Perks: Enjoy discounts on top brands and services through our Perks Program. What You'll Do: Provide customer service to clients by carrying out security-related procedures, site-specific policies and/or, when appropriate, emergency response activities. Respond to incidents and critical situations in a calm, problem-solving manner. Conduct regular and random patrols around the business and perimeter. Working environments and conditions may vary by client site. Minimum Requirements: Client requires proof of high school diploma or GED. Must be at least 21 years of age. Comfortable using a computer or tablet is preferred. Ability to lift more than 20 pounds is preferred. Access control or badge experience is preferred. Be at least 18 years of age for unarmed roles; 21+ years of age for armed roles. Possess a high school diploma or equivalent. As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws. Allied Universal will consider qualified applications with criminal histories in a manner consistent with applicable laws. As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law. Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment. A valid driver's license will be required for driving positions only. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: ************ If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ******************** Requisition ID 2025-1479865

Job DescriptionDescriptionThis internship is ideal for current college students eager to gain hands-on experience in finance within a dynamic commercial environment. As a Finance Intern, you will support the North America Commercial Finance team, primarily partnering with the sales organization. You'll work across key financial processes and projects, analyze data to deliver actionable insights, assist with financial modeling, and enhance reporting capabilities. This role offers an excellent opportunity to build foundational finance skills while contributing to the success of the business. Join and play an integral role on the North America Commercial Finance team. Conduct financial analysis and modeling to support strategic business initiatives. Monitor financial performance of programs, projects, and products; identify trends and areas for improvement. Assist with month-end close activities and forecasting cycles, including reconciliations and reporting. Collaborate with cross-functional teams (sales, marketing, analytics, operations) to gather data and ensure accuracy in financial forecasts and reports. Prepare and present financial reports and insights to management. Education: Currently pursuing a bachelor's or master's degree in finance, Accounting, Economics, or a related field. Experience: Prior internship or coursework in financial analysis, accounting, or business preferred. Skills: Strong analytical and problem-solving abilities. Proficiency in Excel (pivot tables, formulas) and general financial concepts. Familiarity with ERP systems (SAP) and exposure to data visualization tools (Power BI) is a plus. Communication: Ability to clearly present findings and collaborate effectively across teams. Teamwork: Comfortable working independently and within a team environment. Technical: Advanced Excel skills; familiarity with ERP systems; exposure to data visualization tools. Soft Skills: Attention to detail, time management, strong communication, and a willingness to learn. Nice to Haves: Positive attitude, self-starter mindset, and ability to thrive in a fast-paced environment. ..

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview State Farm Insurance Agent located in Clayton, NC is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Schedule - 34.5 hours a week, Monday - Friday // May 26 - July 31, 2026 Application Deadline: Sunday, December 7, 2025 at 11:59PM EST Advance Auto Parts is more than just an auto parts store - we're a recognized leader in the automotive aftermarket industry. As part of our commitment to innovation and growth, we're excited to welcome a new cohort of interns to join our team. This 10-week paid internship offers students the opportunity to gain hands-on experience across various areas of our business. The program begins with a comprehensive orientation week, where interns will learn about our company's history, values, and culture, while connecting with team members across the organization. Each intern will be paired with a dedicated mentor to provide guidance and support throughout the program. Interns will then transition into their assigned functional teams, where they'll actively contribute to meaningful projects aligned with key business initiatives. This is not a job shadowing experience - it's a chance to make a real impact, collaborate with professionals, and immerse yourself in our dynamic workplace. The program fosters a fun, team-oriented environment, encouraging strong peer relationships and professional development. At the conclusion of the internship, participants will present their project outcomes and proposed solutions to senior leaders, offering valuable exposure to executive-level decision-making. Advance Auto Parts is proud to champion diversity and community engagement. But don't just take our word for it - apply today and experience it for yourself. Summary The Financial Planning & Analysis (FP&A) Intern will support the finance team in delivering accurate financial insights and analysis to drive strategic decision-making. This role involves assisting with budgeting, forecasting, variance analysis, and reporting. The intern will work closely with cross-functional teams to gather data, analyze trends, and prepare presentations for leadership. This position is ideal for someone who is detail-oriented, analytical, and eager to learn about corporate finance in a dynamic environment. General Job Responsibilities Partner with the Finance and Business Leadership team and to address key challenges, potential business opportunities, and gather key financial information and insight Access and Integrate information/data from a variety of sources and bring it together into a structured environment for analytics and reporting Work with multiple data sources to ensure availability and integrity of data Improve processes and automation to expedite availability of information, consistency in results, and minimize the cost structure to support the growth of the organization Employ analytical techniques to understand, analyze, and deliver recommendations to improve the business Define and document core business metrics, definitions, and logic collaborating with the business teams across the US Present analysis, findings, and recommendations to key Finance and business leaders Provide root/cause driver analysis to support decision-making by effectively communicating and translating the results into business insights and actions Provide direction to functional partners across operating units as required, and to operating and senior management on matters involving addressing key challenges in Stores, Supply Chain, or across Corporate teams. Support recommendations and quantification of ROI across spend, acquisitions, or divestitures. Participate in the development of long-range financial forecasts and related budgets, considering alternative scenarios and economic prospects as appropriate. Provide fact-based financial analysis and business cases for proposed investments. Partner with internal customers and leadership to implement performance management Research and provide external financial information on competitors and the industry. Qualifications Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, or a related field. Rising or Current Senior at the time of application (Expected Graduation between December 2026 - May 2027). Strong Microsoft Word, Excel, Access, and AS/400 skills Ability to work with and apply mathematical concepts to practical situations such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry Ability to read, analyze, and interpret general business periodicals or technical procedures Ability to write reports, business correspondence, and procedure manuals. Ability to define problems, collect data, establish facts, and draw valid conclusions Strong analytical and problem-solving skills with attention to detail. Highly motivated/ driven. Takes a proactive approach to assignments with the ability to work independently. Can successfully navigate through ambiguity by asking questions, thinking critically, and using problem-solving skills. Excellent communication skills with the ability to work across different teams and functions. Well-developed organizational skills with the ability to prioritize multiple tasks and meet deadlines. What You'll Gain Real-world experience in the retail industry. Mentorship and networking opportunities. Opportunity to help drive business results across the organization. Potential for future employment opportunities. This position is located in Raleigh, NC. The program dates are May 26, 2026 - July 31, 2026. Application Deadline: Sunday, December 7, 2025 at 11:59PM EST Applicants must be legally authorized to work in the United States for ANY employer. This position is ineligible for employment visa sponsorship. This includes initial or change of employer filings of any kind, including but not limited to H-1B, TN, or E-3. #LI-KW1 California Residents click below for Privacy Notice: ***************************************************

As a Shining Light Baby surrogate, you'll experience the amazing joy of helping create families while receiving exceptional support and care throughout your journey. Begin your extraordinary surrogacy journey with Shining Light Baby and become a part of something truly special. Who Can Become a Surrogate? To ensure a safe and healthy surrogacy journey, there are specific qualifications that must be met: Age: Between 21-40 years old. Pregnancy: Have had at least one successful pregnancy without complications. Support: Live in a stable and supportive environment. Health: Obtain approval from your OB/GYN. Lifestyle: Lead a healthy, non-smoking lifestyle. Benefits of Becoming a Surrogate With comprehensive support from our team at Shining Light Baby, you will be guided every step of the way, ensuring a positive and fulfilling experience. Embrace the chance to create lasting joy and become part of a beautiful story of love and life. Make a Difference: Experience the joy of helping intended parents achieve their dream of having a child Emotional Fulfillment: The surrogacy journey is deeply rewarding and life-changing Financial Compensation: Earn $75,000 or more for your time, effort, and commitment Comprehensive Support: Benefit from our extensive support network, including medical, legal, and emotional assistance About Us At Shining Light Baby, we believe in the power of giving the gift of life. Becoming a surrogate is an extraordinary journey filled with joy, fulfillment, and the opportunity to help build families. We are here to support you every step of the way. We pride ourselves on our personalized approach, understanding that every surrogacy journey is unique. Our experienced team is committed to ensuring that you are well informed, comfortable, and confident throughout the entire process. If you're ready to begin this incredible journey and make a profound impact on a family's life, we invite you to take the first step. Visit our website to find out if you qualify and our team will be in touch with you to guide you through the next steps.

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.

Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Financial Services Specialist II to join our team in Brosville, VA! The Financial Services Specialist II provides leadership and successfully promotes teamwork while coordinating the retail branch deposit service functions in consultation with the Branch Manager. This includes, but is not limited to: * Ensuring smooth, efficient Teller operations in compliance with regulatory and operational guidelines * Acting as a liaison between the Branch Tellers and other Bank personnel What will you be doing in this role? * Performing Teller duties * Executing the directives of the Branch Manager and other members of the Bank's management * Opens new accounts, certificates of deposit, and other products offered by the Bank. Answers customer questions, provides account opening information, updates customer and account information, and ensures that proper paperwork is completed and entered on the computer system * Providing guidance for other Tellers who need assistance in conducting transactions or managing challenging customer issues * Assists in preparing reports for branch performance, audit, and compliance purposes. Coordinates regular branch audits and testing. Enhancing Branch operations by recommending changes for improvement * Ensuring a neat appearance of facilities and maintaining supply inventories for the Branch What's in it for you? * Competitive salary and Incentive Plan opportunity * Comprehensive medical, dental, vision and life insurance benefits * Generous Paid Time Off (PTO) and 11 paid holidays * Paid Parental Leave and other paid extended leave for eligible employees * 401(k) Match Program and Pension Plan * Tuition Reimbursement * Great health and well-being benefits including: telehealth, EAP, specialized treatment of musculoskeletal injuries and conditions, LTD, and various supplemental plans * We focus on the growth and development of our employees. The Financial Services Specialist II has the ability to grow professionally at FNB Requirements What will you need? * High School graduate or equivalent required. Associate's degree in business, finance, or a related field preferred * One to three years of proven customer service and job-related experience, preferably in banking or financial services. Prior experience in opening and servicing customer accounts and knowledge of relevant banking regulations and operational policies is a plus * To be a well-organized, detail-oriented, problem solver who shows strong initiative and works quickly and accurately with minimal supervision * Excellent oral, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly * Proficient in use of PC based products including Word, Outlook and Deposit Pro. Basic Excel skills * Basic math skills including ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin * Some flexibility to work outside of normal business hours Physical/Environmental Demands * The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions * This position works in a normal office environment * While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision We are proud to be an EEO/AA/M/F/Disabled/Veteran employer

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

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job DescriptionDescriptionAbout The Role This internship is ideal for current college students eager to gain hands-on experience in finance within a dynamic commercial environment. As a Finance Intern, you will support the North America Commercial Finance team, primarily partnering with the sales organization. You'll work across key financial processes and projects, analyze data to deliver actionable insights, assist with financial modeling, and enhance reporting capabilities. This role offers an excellent opportunity to build foundational finance skills while contributing to the success of the business. What You Will Do Join and play an integral role on the North America Commercial Finance team. Conduct financial analysis and modeling to support strategic business initiatives. Monitor financial performance of programs, projects, and products; identify trends and areas for improvement. Assist with month-end close activities and forecasting cycles, including reconciliations and reporting. Collaborate with cross-functional teams (sales, marketing, analytics, operations) to gather data and ensure accuracy in financial forecasts and reports. Prepare and present financial reports and insights to management. What We're Looking For Education: Currently pursuing a bachelor's or master's degree in finance, Accounting, Economics, or a related field. Experience: Prior internship or coursework in financial analysis, accounting, or business preferred. Skills: Strong analytical and problem-solving abilities. Proficiency in Excel (pivot tables, formulas) and general financial concepts. Familiarity with ERP systems (SAP) and exposure to data visualization tools (Power BI) is a plus. Communication: Ability to clearly present findings and collaborate effectively across teams. Teamwork: Comfortable working independently and within a team environment. Qualifications Technical: Advanced Excel skills; familiarity with ERP systems; exposure to data visualization tools. Soft Skills: Attention to detail, time management, strong communication, and a willingness to learn. Nice to Haves: Positive attitude, self-starter mindset, and ability to thrive in a fast-paced environment. ..