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Finance specialist entry level jobs - 27 jobs

  • Transactions Specialist I

    JPMC

    Westerville, OH

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces. Job responsibilities Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters Validate material quality and output quality Reconcile Input vs. Output utilizing basic math Prepare batches of work by extracting checks and remittances from envelopes Input data into the system while following standard operating procedures and customer specific instructions for processing Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images Verify negotiability of checks through customer specific instructions for processing Lift and move mail trays weighing up to 50 pounds Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager Required qualifications, skills and capabilities Detail-oriented Good oral and written communication skills Production environment, focus around meeting deadlines You will need basic computer skills and knowledge of Microsoft applications Alpha/Numeric data entry and typing skills - with excellent accuracy Must be a team player and maintain a positive attitude Overtime is required for Month End processing Work Schedule(s): 2nd shift Monday - Friday 3:00pm - 11:30pm
    $59k-106k yearly est. Auto-Apply 6d ago
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  • Transactions Specialist I

    Jpmorgan Chase 4.8company rating

    Westerville, OH

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces. **Job responsibilities** + Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters + Validate material quality and output quality + Reconcile Input vs. Output utilizing basic math + Prepare batches of work by extracting checks and remittances from envelopes + Input data into the system while following standard operating procedures and customer specific instructions for processing + Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images + Verify negotiability of checks through customer specific instructions for processing + Lift and move mail trays weighing up to 50 pounds + Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager **Required qualifications, skills and capabilities** + Detail-oriented + Good oral and written communication skills + Production environment, focus around meeting deadlines + You will need basic computer skills and knowledge of Microsoft applications + Alpha/Numeric data entry and typing skills - with excellent accuracy + Must be a team player and maintain a positive attitude + Overtime is required for Month End processing **Work Schedule(s):** 2nd shift Monday - Friday 3:00pm - 11:30pm Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $59k-84k yearly est. 47d ago
  • Financial Advisor

    Westpoint Financial Group 3.8company rating

    Columbus, OH

    🚀 Career Changers Wanted | Build Your Own Financial Advisory Practice 📍Columbus, 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! #LI-WFG1 Return to WestPoint Financial Group
    $80k-110k yearly 60d+ ago
  • Financial Services Field Internship

    Thrivent Financial 4.4company rating

    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
  • Financial Advisor Trainee

    Raymond James Financial, Inc. 4.7company rating

    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.
    $70k-101k yearly est. 60d+ ago
  • Finance Intern

    Worthington Enterprises 3.9company rating

    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 21d ago
  • Financial Services Representative - State Farm Agent Team Member

    Adam Deel-State Farm Agent

    Columbus, OH

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Company parties Competitive salary Dental insurance Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Training & development Vision insurance Position Overview I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance and financial options. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Health, Dental, and Vision Insurance Salary plus commission/bonus Life/Disability Insurance Benefits 401K with matching funds Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Learning to market property/casualty, life, health and banking and financial products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively Qualifications Excellent communication skills - written, verbal, and listening Highly organized and detail-oriented Ability to build client rapport and establish relations Experience in sale preferred but not required Proactive in problem-solving Able to work in and manage a team environment Experience in Windows computer applications Able to coordinate and collaborate with others to achieve agency goals. Able to succeed in a fast-paced environment Able to obtain Property and Casualty License Able to obtain Life and Health License Able to obtain FINRA Series 7 and 63 Licenses Our Agency Adam Deel is a State Farm agent in Columbus, Ohio. We are a top ranked agency in the state of Ohio. Our work environment is fast-paced, team centric, and goal oriented. We focus on providing excellent training on the insurance industry while providing existing employees an opportunity to advance within the agency and State Farm. If you are ready to start your career in the insurance industry, our office would be a great home for you! Follow the next steps below to apply. Next Steps 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. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process.
    $26k-44k yearly est. 20d ago
  • 2026 Summer College Intern - Division of Environmental and Financial Assistance

    Dasstateoh

    Columbus, OH

    2026 Summer College Intern - Division of Environmental and Financial Assistance (2600007J) Organization: Environmental Protection AgencyAgency Contact Name and Information: *************************** Unposting Date: Feb 14, 2026, 4:59:00 AMWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $16.00Schedule: Part-time Classified Indicator: UnclassifiedUnion: N/A Primary Job Skill: InternshipTechnical Skills: Data Analytics, Data Entry, Accounting and Finance, Environmental Services, Program ManagementProfessional Skills: Customer Focus, Organizing and Planning, Written Communication Agency OverviewWhat We Need:Ohio EPA Summer Intern - Division of Environmental and Financial Assistance **This posting is hiring for 2 internship positions within the division. What We Do:At the Ohio Environmental Protection Agency, our primary goal is to protect the environment and public health. We do this by ensuring compliance with federal and state environmental laws.Job DescriptionWhat We Need YOU To Do:The Ohio Environmental Protection Agency wants you to be our newest intern in the Division of Environmental and Financial Assistance (DEFA) at our Central Office located in Columbus, Ohio. Essentials. Let's talk about 'em:As a college intern, you'll assist staff with a variety of tasks such as program reviews, field work, research and data analysis, marketing and communications and administrative support. This internship offers a hands-on experience to water infrastructure funding programs from multiple perspectives. Program SupportBased on the your education, experience and areas of interest, you will assist in the review and processing of financial requests for water and wastewater projects.Assist the office with the closing out of loans by obtaining completed performance certifications and other documentation.Assist the WRRSP unit with GIS mapping and program metrics analysis. Field WorkAttend pre-construction meetings/site visits, construction site visits, progress meetings and events.Attend pre-nomination site visits with the WRRSP staff. Research and Data SupportAssist in preparation and/or collection of metrics for financial assistance programs and performance metrics.Prepare datasets in response to requests for program information.Assist in preparation of periodic reporting. Administrative SupportConduct in-person, email and phone communications regarding the Office of Financial Assistance funding programs.Obtain complete records for projects and updates databases as needed.Prepare marketing materials, website updates and other programmatic materials, as needed. Ready to level up your experience? Apply today, and let's talk.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications Must be currently enrolled in a college degree program directly related to the position or have recently graduated within the quarter/semester immediately preceding the start date. Major area of study: Environmental Science, Water Resources, Chemistry or Engineering (Environmental, Civil, Chemical) or relevant field of study. Knowledge of safety practices, public relations, Agency policies and procedures and permits as applicable. Skills in computers (word processing and database work) Job Skills: Environmental Services, Accounting and Finance, Data Analytics, Data Entry, Facilities Maintenance & Inspection, Interpreting Financial Statements, Program Management, Organizing and Planning, Written Communication, Customer FocusSupplemental InformationDIVISION: Environmental and Financial AssistanceLOCATION: 50 W. Town Street, Suite 700, Columbus, Ohio 43215EEO Statement:The Ohio Environmental Protections Agency is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, religion, gender/sex, gender identity or expression, national origin (ancestry), military status, disability, age (40 years of age or older), genetic information, sexual orientation, status as a parent during pregnancy and immediately after the birth of a child, status as a parent of a young child, or status as a foster parent as those are defined in applicable Ohio law, federal law, and any Executive Order, in admission or access to the operation of its programs, services, activities or its own employment practices. Employment practices are any employment related decisions including, but not limited to hiring, layoff, transfer, termination, promotion, demotion, discipline, rate of compensation, eligibility for in-service training programs, or terms and conditions of employment. The Ohio Environmental Protection Agency is committed to providing access, equal employment opportunity and reasonable accommodation for individuals with disabilities. To request a reasonable accommodation, contact the Office of Human Resources at ************ prior to testing or interviewing.Follow us on LinkedIn: linkedin.com/company/ohio-epa ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
    $16 hourly Auto-Apply 1d ago
  • Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH

    Bank of America 4.7company rating

    Columbus, OH

    Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************************************* **Job Description:** 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $48k-80k yearly est. 42d ago
  • Campus - Mortgage Finance Summer Intern

    NVR, Inc. 4.7company rating

    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. 15d ago
  • 2026 Summer College Intern - Division of Environmental and Financial Assistance

    State of Ohio 4.5company rating

    Columbus, OH

    2026 Summer College Intern - Division of Environmental and Financial Assistance (2600007J) Organization: Environmental Protection AgencyAgency Contact Name and Information: *************************** Unposting Date: Feb 14, 2026, 4:59:00 AMWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $16.00Schedule: Part-time Classified Indicator: UnclassifiedUnion: N/A Primary Job Skill: InternshipTechnical Skills: Data Analytics, Data Entry, Accounting and Finance, Environmental Services, Program ManagementProfessional Skills: Customer Focus, Organizing and Planning, Written Communication Agency OverviewWhat We Need:Ohio EPA Summer Intern - Division of Environmental and Financial Assistance **This posting is hiring for 2 internship positions within the division. What We Do:At the Ohio Environmental Protection Agency, our primary goal is to protect the environment and public health. We do this by ensuring compliance with federal and state environmental laws.Job DescriptionWhat We Need YOU To Do:The Ohio Environmental Protection Agency wants you to be our newest intern in the Division of Environmental and Financial Assistance (DEFA) at our Central Office located in Columbus, Ohio. Essentials. Let's talk about 'em:As a college intern, you'll assist staff with a variety of tasks such as program reviews, field work, research and data analysis, marketing and communications and administrative support. This internship offers a hands-on experience to water infrastructure funding programs from multiple perspectives. Program SupportBased on the your education, experience and areas of interest, you will assist in the review and processing of financial requests for water and wastewater projects.Assist the office with the closing out of loans by obtaining completed performance certifications and other documentation.Assist the WRRSP unit with GIS mapping and program metrics analysis. Field WorkAttend pre-construction meetings/site visits, construction site visits, progress meetings and events.Attend pre-nomination site visits with the WRRSP staff. Research and Data SupportAssist in preparation and/or collection of metrics for financial assistance programs and performance metrics.Prepare datasets in response to requests for program information.Assist in preparation of periodic reporting. Administrative SupportConduct in-person, email and phone communications regarding the Office of Financial Assistance funding programs.Obtain complete records for projects and updates databases as needed.Prepare marketing materials, website updates and other programmatic materials, as needed. Ready to level up your experience? Apply today, and let's talk.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications Must be currently enrolled in a college degree program directly related to the position or have recently graduated within the quarter/semester immediately preceding the start date. Major area of study: Environmental Science, Water Resources, Chemistry or Engineering (Environmental, Civil, Chemical) or relevant field of study. Knowledge of safety practices, public relations, Agency policies and procedures and permits as applicable. Skills in computers (word processing and database work) Job Skills: Environmental Services, Accounting and Finance, Data Analytics, Data Entry, Facilities Maintenance & Inspection, Interpreting Financial Statements, Program Management, Organizing and Planning, Written Communication, Customer FocusSupplemental InformationDIVISION: Environmental and Financial AssistanceLOCATION: 50 W. Town Street, Suite 700, Columbus, Ohio 43215EEO Statement:The Ohio Environmental Protections Agency is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, religion, gender/sex, gender identity or expression, national origin (ancestry), military status, disability, age (40 years of age or older), genetic information, sexual orientation, status as a parent during pregnancy and immediately after the birth of a child, status as a parent of a young child, or status as a foster parent as those are defined in applicable Ohio law, federal law, and any Executive Order, in admission or access to the operation of its programs, services, activities or its own employment practices. Employment practices are any employment related decisions including, but not limited to hiring, layoff, transfer, termination, promotion, demotion, discipline, rate of compensation, eligibility for in-service training programs, or terms and conditions of employment. The Ohio Environmental Protection Agency is committed to providing access, equal employment opportunity and reasonable accommodation for individuals with disabilities. To request a reasonable accommodation, contact the Office of Human Resources at ************ prior to testing or interviewing.Follow us on LinkedIn: linkedin.com/company/ohio-epa ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
    $16 hourly Auto-Apply 9h ago
  • Financial Services Representative - State Farm Agent Team Member

    Ashley Himes-State Farm Agent

    Springfield, OH

    Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with state regulations. QUALIFICATIONS: Prior experience in financial services preferred. Analytical and communication skills. Able to make presentations to customers. Life/Health insurance license (must be able to obtain, current licensees preferred). FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).
    $26k-43k yearly est. 27d ago
  • Transactions Specialist IV - Production Control Team

    JPMC

    Westerville, OH

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. You'll drive business success, deliver innovative solutions to our customers, and engage in creative, exciting work daily. This role offers a unique opportunity to advance your career in a dynamic and diverse environment. As a Transactions Specialist IV within JPMorganChase, you will be instrumental in troubleshooting machines for lower-level specialists and managing shift operations. Being part of Global Document Services (GDS), our main print production and distribution unit, you will support various internal lines of business such as Retail, Card Services, and Treasury Services. Your role will involve contributing to the production of diverse products like postcards, letters, checks, and marketing materials. This position provides an opportunity for skill development in a dynamic and diverse environment. Job responsibilities Process, clear, and service transactions, adhering to established procedures and ensuring high-quality standards. Utilize knowledge of artificial intelligence and automation technologies to optimize transaction processes and enhance customer experience. Assist in resolving non-routine transactional issues, leveraging advanced knowledge of policies and procedures. Contribute to team development by providing coaching and mentoring to junior roles, fostering a collaborative and inclusive environment. Maintain up-to-date knowledge of market products, industry practices, and regulations to ensure smooth operation of transaction management. Troubleshoot equipment when needed, ensuring minimal disruption to operations and maintaining efficiency. Required qualifications, capabilities, and skills Proven ability to meticulously review and ensure accuracy in tasks and documentation. Developing proficiency in building relationships and effectively collaborating within a global, matrixed organizational structure. Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts. Ability to stand and walk for 8 to 10 hours per shift. Developing ability to identify issues, analyze information, and develop solutions autonomously. Strong ability to convey information clearly and effectively to various departments and management levels. Preferred qualifications, capabilities, and skills Multi-task and work well in production environment driven by Standard Operating Procedures. Work Schedule: Tuesday - Saturday 7:00am - 3:30pm
    $59k-106k yearly est. Auto-Apply 60d+ ago
  • Transactions Specialist I - Insertion Warehouse Team

    Jpmorgan Chase 4.8company rating

    Westerville, OH

    Join the Transactions team that is instrumental in assisting our business by supporting the routine work required to run an operation. At Chase, you will focus on business results by offering options and finding solutions to help our customers. The Transactions Specialist I work is creative, exciting, and different every day. As a Transactions Specialist I on the Insertion Team at JPMorgan Chase, you operate mail-production machinery, validate materials, and perform basic reconciliations daily. You work within Global Document Services, the firm's primary print production and distribution unit, which prints, inserts, and mails over 1.1 billion pieces annually for lines of business including Retail, Card Services, Retirement Plan Services, Private Bank, and Treasury Services. GDS produces postcards, letters, statements, checks, invoices, and marketing materials from internally composed documents and Output Systems. The team also coordinates, reviews, and extracts data files from various business lines to enable accurate, large-scale mail distribution. **Job Responsibilities** + Operate Pitney Bowes and Bell and Howell high-speed insertion equipment daily to process statements and letters. + Validate material quality and output quality on an ongoing basis. + Reconcile input versus output using basic math. **Required qualifications, capabilities, and skills** + Lift 40-70 lbs and deliver 200 lb supplies using industrial pull/push carts. + Work overtime as needed, including holidays and weekends. + Stand and walk for 8 to 10-hour shifts. + Meet and maintain quality and productivity standards. + Adapt to changes in the work environment, including daily directives from leadership, changes to standard operating procedures, and new technology. + Collaborate as a team member with strong interpersonal skills; maintain positive internal and external interactions and build team-driven success. + Prioritize assigned work daily based on client service level agreements; participate in and maintain departmental work area maintenance. **Preferred qualifications, capabilities, and skills** + Bring experience in mail distribution or transaction processing. + Leverage familiarity with industrial equipment and technology integration. + Thrive in fast-paced, client-focused environments. + Demonstrate ability to support multiple lines of business. **Work Schedule:** **Monday - Friday; 11:00PM - 7:30AM** Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. Specific schedule information will be provided by the Recruiter. This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $59k-84k yearly est. 13d ago
  • Financial Advisor

    Westpoint Financial Group 3.8company rating

    New Albany, OH

    Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, 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! #LI-WFG1 Return to WestPoint Financial Group
    $80k-110k yearly 60d+ ago
  • Financial Advisor Trainee

    Raymond James 4.7company rating

    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
  • Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH

    Bank of America 4.7company rating

    Upper Arlington, 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
    $48k-80k yearly est. Auto-Apply 4d ago
  • 2026 Summer College Intern - Division of Environmental and Financial Assistance

    State of Ohio 4.5company rating

    Columbus, OH

    Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. What We Need YOU To Do: The Ohio Environmental Protection Agency wants you to be our newest intern in the Division of Environmental and Financial Assistance (DEFA) at our Central Office located in Columbus, Ohio. Essentials. Let's talk about 'em: As a college intern, you'll assist staff with a variety of tasks such as program reviews, field work, research and data analysis, marketing and communications and administrative support. This internship offers a hands-on experience to water infrastructure funding programs from multiple perspectives. Program Support Based on the your education, experience and areas of interest, you will assist in the review and processing of financial requests for water and wastewater projects. Assist the office with the closing out of loans by obtaining completed performance certifications and other documentation. Assist the WRRSP unit with GIS mapping and program metrics analysis. Field Work Attend pre-construction meetings/site visits, construction site visits, progress meetings and events. Attend pre-nomination site visits with the WRRSP staff. Research and Data Support Assist in preparation and/or collection of metrics for financial assistance programs and performance metrics. Prepare datasets in response to requests for program information. Assist in preparation of periodic reporting. Administrative Support Conduct in-person, email and phone communications regarding the Office of Financial Assistance funding programs. Obtain complete records for projects and updates databases as needed. Prepare marketing materials, website updates and other programmatic materials, as needed. Ready to level up your experience? Apply today, and let's talk. At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position. What We Need: Ohio EPA Summer Intern - Division of Environmental and Financial Assistance **This posting is hiring for 2 internship positions within the division. What We Do: At the Ohio Environmental Protection Agency, our primary goal is to protect the environment and public health. We do this by ensuring compliance with federal and state environmental laws. DIVISION: Environmental and Financial Assistance LOCATION: 50 W. Town Street, Suite 700, Columbus, Ohio 43215 EEO Statement: The Ohio Environmental Protections Agency is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, religion, gender/sex, gender identity or expression, national origin (ancestry), military status, disability, age (40 years of age or older), genetic information, sexual orientation, status as a parent during pregnancy and immediately after the birth of a child, status as a parent of a young child, or status as a foster parent as those are defined in applicable Ohio law, federal law, and any Executive Order, in admission or access to the operation of its programs, services, activities or its own employment practices. Employment practices are any employment related decisions including, but not limited to hiring, layoff, transfer, termination, promotion, demotion, discipline, rate of compensation, eligibility for in-service training programs, or terms and conditions of employment. The Ohio Environmental Protection Agency is committed to providing access, equal employment opportunity and reasonable accommodation for individuals with disabilities. To request a reasonable accommodation, contact the Office of Human Resources at ************ prior to testing or interviewing. Follow us on LinkedIn: linkedin.com/company/ohio-epa Must be currently enrolled in a college degree program directly related to the position or have recently graduated within the quarter/semester immediately preceding the start date. Major area of study\: Environmental Science, Water Resources, Chemistry or Engineering (Environmental, Civil, Chemical) or relevant field of study. Knowledge of safety practices, public relations, Agency policies and procedures and permits as applicable. Skills in computers (word processing and database work) Job Skills: Environmental Services, Accounting and Finance, Data Analytics, Data Entry, Facilities Maintenance & Inspection, Interpreting Financial Statements, Program Management, Organizing and Planning, Written Communication, Customer Focus The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
    $26k-31k yearly est. Auto-Apply 12d ago
  • Transaction Specialist I - Card Merchant Services

    JPMC

    Westerville, OH

    Join Chase and make a real impact in a creative, dynamic environment where innovation meets opportunity. Be part of a team that delivers essential services to our customers every day. As a Transactions Specialist I at Chase, you will focus on achieving business goals by offering options and identifying solutions to support our customers. Job Responsibilities Utilize Pitney Bowes and Bell and Howell high-speed insertion equipment daily to process statements and letters. Validate material quality and output quality continuously. Accurately reconcile input and output using basic math. Required qualifications, capabilities, and skills: Ability to lift 40-70lbs and deliver 200lb supplies utilizing industrial pull/push carts Must be able to work overtime as needed, along with Holidays and Weekends Must be able to stand/walk for an 8 to 10 hours shift Must be able to meet and maintain Quality and Productivity standards Must be able to adapt to a change in the work environment, included, but not limited to: daily directives from leadership, changes to standard operation procedures, and new technology Must be team-oriented, with solid interpersonal skills, able to maintain daily positive internal and external interactions, building upon team-driven success Able to prioritize assigned work daily based on client Service Level Agreement, willing to participate and maintain departmental work area maintenance Preferred qualifications, capabilities, and skills Experience in mail distribution or transaction processing Familiarity with industrial equipment and technology integration Previous experience in a fast-paced, client-focused environment Demonstrated ability to support multiple lines of business Work Schedule: Monday - Friday; 11:00PM - 7:30AM Candidates must be willing and able to work schedules during our operating hours, which may include evenings, holidays, and weekends. This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
    $59k-106k yearly est. Auto-Apply 60d+ ago
  • Transactions Specialist I - Insertion Warehouse Team

    Jpmorganchase 4.8company rating

    Westerville, OH

    Join the Transactions team that is instrumental in assisting our business by supporting the routine work required to run an operation. At Chase, you will focus on business results by offering options and finding solutions to help our customers. The Transactions Specialist I work is creative, exciting, and different every day. As a Transactions Specialist I on the Insertion Team at JPMorgan Chase, you operate mail-production machinery, validate materials, and perform basic reconciliations daily. You work within Global Document Services, the firm's primary print production and distribution unit, which prints, inserts, and mails over 1.1 billion pieces annually for lines of business including Retail, Card Services, Retirement Plan Services, Private Bank, and Treasury Services. GDS produces postcards, letters, statements, checks, invoices, and marketing materials from internally composed documents and Output Systems. The team also coordinates, reviews, and extracts data files from various business lines to enable accurate, large-scale mail distribution. Job Responsibilities Operate Pitney Bowes and Bell and Howell high-speed insertion equipment daily to process statements and letters. Validate material quality and output quality on an ongoing basis. Reconcile input versus output using basic math. Required qualifications, capabilities, and skills Lift 40-70 lbs and deliver 200 lb supplies using industrial pull/push carts. Work overtime as needed, including holidays and weekends. Stand and walk for 8 to 10-hour shifts. Meet and maintain quality and productivity standards. Adapt to changes in the work environment, including daily directives from leadership, changes to standard operating procedures, and new technology. Collaborate as a team member with strong interpersonal skills; maintain positive internal and external interactions and build team-driven success. Prioritize assigned work daily based on client service level agreements; participate in and maintain departmental work area maintenance. Preferred qualifications, capabilities, and skills Bring experience in mail distribution or transaction processing. Leverage familiarity with industrial equipment and technology integration. Thrive in fast-paced, client-focused environments. Demonstrate ability to support multiple lines of business. Work Schedule: Monday - Friday; 11:00PM - 7:30AM Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. Specific schedule information will be provided by the Recruiter. This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.
    $59k-84k yearly est. Auto-Apply 14d ago

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