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Wealth Management Internship jobs at International Rescue Committee - 2586 jobs

  • Preferred Communities Case Management Intern

    International Rescue Committee 4.3company rating

    Wealth management internship job at International Rescue Committee

    The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future. SCOPE OF WORK: The International Rescue Committee (IRC), works in the United Stateswelcomes newly arrived refugees and immigrants, supports them in their resettlement, andprovides holistic services to help them build new lives in their communities. As an introduction tothe position, this brief, but concise overview of the role should give the reader an understandingof the important components of the job and how it fits into the mission of the program and IRC.RESPONSIBILITIES: • Assist caseworkers with services to clients, such as connecting clients to resources withinmental health systems, physical healthcare, and benefit services; setting up appointmentsand coordinating with internal and external programs. • Assist staff with maintaining case files. • Contribute to client's ability to thrive in their community through a strong emphasis onclient empowerment. • Adhere to IRC policies, particularly those related to confidentiality and client privacy. • Display sensitivity to cultural and personality differences of clients. Respect their beliefsand values. • Provide translation and interpretation when necessary. • Other related duties as assigned.LEARNING OBJECTIVES:1. Student will learn about refugee resettlement and refugee social services2. Student will develop problem solving and client services skills3. Student will learn how to manage client cases within established deadlines REQUIREMENTS: Volunteers must be based in the U.S. Interns must be based in US, must bea US citizen or have US work authorization, must be enrolled in post-secondary institution or havegraduated from a post-secondary institution within last 2 years. • Undergraduate level studies in social sciences, international relations or a related field. • Languages desired but not required: French, Arabic, Spanish, Ukrainian/Russian, Haitian-Creole • Strong desire to help refugees rebuild their lives in New York. • Ability to work independently, exercise good judgement, and have high attention to detail. • Competency in Microsoft Office, data tracking, and file management • Effective communication skills. • Demonstrates ability to work effectively in a multicultural environment. • Patience, understanding, flexibility, and an unceasingly positive attitude. • Willing to learn about IRC history, philosophy, global work, and local efforts. • Willing to adhere to IRC volunteer and workplace policies. Standard of Professional Conduct: The IRC and the IRC workers must adhere to the values and principles outlined in the IRC Way - our Code of Conduct. These are Integrity, Service, Accountability, and Equality. Cookies: *********************************************** US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $143 per month, dental starting at $6.50 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles. Equal Opportunity Employer: IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.
    $102k-170k yearly est. Auto-Apply 12d ago
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  • Financial Capabilities Intern (unpaid)

    International Rescue Committee 4.3company rating

    Wealth management internship job at International Rescue Committee

    The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health, safety, education, economic wellbeing, and power to people devastated by conflict and disaster. Founded in 1933 at the call of Albert Einstein, the IRC is one of the world's largest international humanitarian non-governmental organizations (INGO), at work in more than 40 countries and 29 U.S. cities helping people to survive, reclaim control of their future and strengthen their communities. A force for humanity, IRC employees deliver lasting impact by restoring safety, dignity and hope to millions. If you're a solutions-driven, passionate change-maker, come join us in positively impacting the lives of millions of people world-wide for a better future. SCOPE OF VOLUNTEER WORK:The financial capabilities intern is a volunteer position to support the IRC in NY's financial education program. This program aims to increase financial literacy of participants, provide them with financial coaching and access to low interest loans. This program aims to empower participants and boost their confidence to handle their personal finances. The Financial Coaching intern will support the program by providing financial coaching and counseling services to program participants, while also coordinating monthly financial education workshops for all IRC clients. The intern will also engage in outreach to external organizations as well putting together loan packages for clients. The ideal candidates will have prior experience in the field of personal financial management, preferably in a counseling or coaching role. Due to the nature of the program, the financial coaching intern will need to volunteer for set office hours every week and should be available for a minimum of ten hours per week and up to fifteen, if possible.LEARNING OBJECTIVES: Intern will learn how to effectively manage financial education and coaching program.Intern will learn how to provide direct services to immigrant populations.Intern will learn how to instruct courses to English Language Learners.RESPONSIBILITIES: Provide one-on-one financial coaching and counseling for clients.Conduct financial management intakes and surveys for all clients.Track client meetings and progress in spreadsheet and through case noting on ETO software. Facilitate monthly financial literacy/education workshops for clients. Develop database of financial resources for clients. Work in conjunction with the Economic Empowerment specialist to develop relationships with financial institutions and organizations providing financial services in NYC. Communicate effectively in person and by telephone.Collaborate with other IRC in NY programs as necessary Adhere to IRC policies, particularly those related to confidentiality and client privacy.REQUIREMENTS: The ideal candidate will have experience in providing coaching or counseling services, preferably in personal financial management. Experience working with immigrants or refugees in a social service setting Experience providing instruction to adults a plus Must have good written and verbal English language skills Ability to fluently speak at least one of the following languages (Farsi/Dari, Arabic, Spanish, French, Burmese, Mandarin, Russian, Urdu) preferred Must be willing to work varied hours Basic computer skills (Microsoft Access and Word, E-mail) Ability to pass a background check Adhere to professional standards of confidentiality and boundary-setting This position reports to the Financial Coach. Standard of Professional Conduct: The IRC and the IRC workers must adhere to the values and principles outlined in the IRC Way - our Code of Conduct. These are Integrity, Service, Accountability, and Equality. Cookies: *********************************************** US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $143 per month, dental starting at $6.50 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles. Equal Opportunity Employer: IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law. #li-hsprs
    Unpaid Auto-Apply 12d ago
  • Investment Consultant - Rochester, NY

    Charles Schwab 4.8company rating

    Pittsford, NY jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $112k-200k yearly est. 2d ago
  • Investment Consultant- Bethesda, MD

    Charles Schwab 4.8company rating

    Bethesda, MD jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $64k-116k yearly est. 2d ago
  • Investment Consultant - Red Bank, NJ

    Charles Schwab 4.8company rating

    Red Bank, NJ jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $82k-146k yearly est. 2d ago
  • Investment Consultant- Columbia, MD

    Charles Schwab 4.8company rating

    Columbia, MD jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $65k-117k yearly est. 2d ago
  • Investment Consultant - Plano, TX

    Charles Schwab 4.8company rating

    Plano, TX jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $77k-139k yearly est. 2d ago
  • Investment Banking Associate - Industrials (Baltimore, MD)

    Oppenheimer & Co Inc. 4.7company rating

    Baltimore, MD jobs

    Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Investment Banking Associate - Industrials (Baltimore, MD) Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies. Job Description Our Investment Banking department is actively looking for an Associate to join the Industrial & Rental Services Group in our Baltimore office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution. Responsibilities: Researching industry sectors Assessing comparable companies, precedent transactions and potential investors/buyers Preparing and reviewing complex financial analyses and models Crafting detailed investment memorandums, presentations and pitches Coordinating group efforts for pitch and transaction related activity Presenting materials internally to senior bankers and externally to clients of the firm Training and mentoring Analysts within the team Qualifications: 2-4 years' experience in investment banking, industrial and/or rental services experience a plus Successful candidates must have particularly strong quantitative, writing and interpersonal skills Elevated attention to detail and consistency in work product Strong work ethic and team player Organized and proactive Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter We take a very team-oriented approach to investment banking, and therefore, also focus on team chemistry in our hiring process. Compensation: This salary range is specific to the City of Baltimore and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year. #J-18808-Ljbffr
    $150k-170k yearly 4d ago
  • Investment Consultant - Sugar Land, TX

    Charles Schwab 4.8company rating

    Sugar Land, TX jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $78k-142k yearly est. 2d ago
  • Associate Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab 4.8company rating

    Roanoke, TX jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. What you have Required Qualifications: Active and valid FINRA Series 7 Active and valid FINRA Series 66 (may be obtained with a 120-day COE) 1-3 years of experience in the financial services industry Preferred Qualifications: Experience servicing high net worth clients Bachelor's Degree In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $43k-84k yearly est. 2d ago
  • Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab 4.8company rating

    Roanoke, TX jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $43k-84k yearly est. 2d ago
  • Investment Consultant- Potomac, MD

    Charles Schwab 4.8company rating

    Potomac, MD jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $64k-116k yearly est. 2d ago
  • Rotational Banking Internship (Summer 2026)

    Bank Iowa 4.3company rating

    West Des Moines, IA jobs

    Job DescriptionDescription: What You'll Be Doing The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path. As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture. As an intern you will Work in one of our 22 communities. Interact with Senior Leadership. Participate in hands-on retail and credit analysis training. Develop business acumen. Complete projects and work assignments as directed in assigned areas. Interact, work and respond effectively with internal and external business clients. Core Responsibilities Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records. Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts. Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank. Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader. Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding. Participates in business development meeting with prospective and existing client calls. Participates in loan committee meetings to obtain a further understanding credit analysis. Supports Loan Assistants by preparing various loan documents. Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations. Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc. Perform any other related duties as required or assigned. General Responsibilities Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance. Requirements: Skills/Experience You'll Need Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior. Demonstrated leadership skills through participation in school and community activities. Prior cash handling/client experience preferred but not required. Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best. Strong verbal and written communication skills. Hours of Work & Travel Full-time hours throughout intern program (10-12 weeks) during the Summer 2025. Days and hours of operation vary with each Bank Iowa location. Occasional travel between bank locations throughout internship. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $34k-47k yearly est. 3d ago
  • Rotational Banking Internship (Summer 2026)

    Bank Iowa 4.3company rating

    West Des Moines, IA jobs

    What You'll Be Doing The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path. As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture. As an intern you will Work in one of our 22 communities. Interact with Senior Leadership. Participate in hands-on retail and credit analysis training. Develop business acumen. Complete projects and work assignments as directed in assigned areas. Interact, work and respond effectively with internal and external business clients. Core Responsibilities Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records. Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts. Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank. Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader. Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding. Participates in business development meeting with prospective and existing client calls. Participates in loan committee meetings to obtain a further understanding credit analysis. Supports Loan Assistants by preparing various loan documents. Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations. Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc. Perform any other related duties as required or assigned. General Responsibilities Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance. Requirements Skills/Experience You'll Need Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior. Demonstrated leadership skills through participation in school and community activities. Prior cash handling/client experience preferred but not required. Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best. Strong verbal and written communication skills. Hours of Work & Travel Full-time hours throughout intern program (10-12 weeks) during the Summer 2025. Days and hours of operation vary with each Bank Iowa location. Occasional travel between bank locations throughout internship. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $34k-47k yearly est. 60d+ ago
  • Investment Intern - Summer Internship 2026

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities Ready to launch your career and make a real impact? At Globe Life, our summer internship program isn't about busy work, it's about diving into meaningful projects that drive our mission to help Make Tomorrow Better. As a publicly traded company, we offer a unique opportunity to gain hands-on experience, build your skills, and contribute to work that truly matters. This is more than just an internship-it's your chance to kick-start your career and leave your mark. Role Overview: Could you be our next Investments Intern? Globe Life is looking for an Investments Intern to join the team in Summer 2026! The Investments Intern will focus on corporate bond and municipal credit research and other related activities required to support a disciplined investment selection and review process for Globe Life Inc. (NYSE: GL) and its affiliates. The candidate will research and present on a specific sector, and relevant constituents for management's review. This internship program offers a unique opportunity to gain hands-on experience in asset management, security analysis, investment research, capital markets, and valuation. This is an onsite position located in McKinney, TX. What You Will Do: * Analyze credit risk through research on corporate and municipal debt issuers. * Report ongoing company-specific and industry-wide developments and trends (verbal/written). * Perform a variety of analyses (including but not limited to) reinvestment break-even, scenario/sensitivity, etc. * Present industry/sector outlooks and provide investment recommendations. What You Can Bring: * Junior/Senior * Minimum 3.0 GPA. * Interest/participation in the CFA Program. * Ability and willingness to perform clerical functions as needed. * Willingness to learn different areas within the organization. * Work on different projects within the department as well as team projects. * Back up other team members during vacations and/or leaves of absence. * Firm understanding and interest in capital markets (equities, bonds, derivatives, alternatives, etc.). * Solid academic background with advancement towards an undergraduate degree in finance, accounting, economics, mathematics, and/or similar relevance. * Strong, detail-oriented, analytical/reasoning skills with the ability to analyze large quantities of information efficiently and effectively. * Excellent organizational, interpersonal, writing, and presentation skills; must construct/defend a recommendation. * Proficiency in financial statement analysis and other relevant information. * Self-starting and exhibiting ownership of assigned sector coverage. * Robust computer skills with proficiency in Microsoft Office (Bloomberg terminal functions a plus). * Reliable and predictable attendance of your assigned shift and have the ability to work 40 hours per week Program Overview: The Globe Life summer internship program offers 10 weeks of immersive, hands-on learning designed to help you build valuable skills and enhance your professional profile. In addition to impactful departmental projects, our program features a variety of enriching experiences: * DiSC Workshop: Enhance your communication, teamwork, and leadership skills through an interactive workshop centered on the DiSC personality assessment. Learn how to leverage your strengths and collaborate effectively. * Co-CEO Luncheon: Enjoy a unique opportunity to dine with Globe Life's co-CEOs, where you can ask questions, learn about their vision for the company, and gain firsthand leadership insights. * Networking Events: Build connections with your peers, mentors, and Globe Life professionals during structured networking sessions designed to foster lasting professional relationships. * Volunteer Event: Join forces with your fellow interns to give back to the community by participating in a volunteer event aligned with Globe Life's mission to help families secure their future. * Exclusive Game-Day Experience: As part of our partnership with the Dallas Cowboys and Texas Rangers, interns are invited to watch a Rangers game at Globe Life Field from our exclusive suite, complete with game-day snacks and an unforgettable atmosphere. * Access to Wellhub Benefit: While employed with Globe Life, interns can enjoy a month-to-month Wellhub membership with access to exclusively priced gyms and fitness studios, group and virtual classes, and custom fitness programs. * Professional Headshots: Take advantage of a complimentary professional photoshoot to upgrade your LinkedIn profile and stand out in your job search. The internship program runs from June 1st to August 4th 2026, offering a structured timeline that ensures you maximize your learning and professional development over the course of 10 impactful weeks. Join us for an unforgettable summer! Location: McKinney, TX
    $65k-98k yearly est. 8d ago
  • Investment - Summer Internship 2026

    Globe Life Family of Companies 4.6company rating

    McKinney, TX jobs

    Ready to launch your career and make a real impact? At Globe Life, our summer internship program isn't about busy work, it's about diving into meaningful projects that drive our mission to help Make Tomorrow Better. As a publicly traded company, we offer a unique opportunity to gain hands-on experience, build your skills, and contribute to work that truly matters. This is more than just an internship-it's your chance to kick-start your career and leave your mark. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Investments Intern? Globe Life is looking for an Investments Intern to join the team in Summer 2026! The Investments Intern will focus on corporate bond and municipal credit research and other related activities required to support a disciplined investment selection and review process for Globe Life Inc. (NYSE: GL) and its affiliates. The candidate will research and present on a specific sector, and relevant constituents for management's review. This internship program offers a unique opportunity to gain hands-on experience in asset management, security analysis, investment research, capital markets, and valuation. This is an onsite position located in McKinney, TX. What You Will Do: Analyze credit risk through research on corporate and municipal debt issuers. Report ongoing company-specific and industry-wide developments and trends (verbal/written). Perform a variety of analyses (including but not limited to) reinvestment break-even, scenario/sensitivity, etc. Present industry/sector outlooks and provide investment recommendations. What You Can Bring: Junior/Senior Minimum 3.0 GPA. Interest/participation in the CFA Program. Ability and willingness to perform clerical functions as needed. Willingness to learn different areas within the organization. Work on different projects within the department as well as team projects. Back up other team members during vacations and/or leaves of absence. Firm understanding and interest in capital markets (equities, bonds, derivatives, alternatives, etc.). Solid academic background with advancement towards an undergraduate degree in finance, accounting, economics, mathematics, and/or similar relevance. Strong, detail-oriented, analytical/reasoning skills with ability to analyze large quantities of information efficiently and effectively. Excellent organizational, interpersonal, writing, and presentation skills; must construct/defend a recommendation. Proficiency in financial statement analysis and other relevant information. Self-starting, and exhibiting ownership of assigned sector coverage. Robust computer skills with proficiency in Microsoft Office (Bloomberg terminal functions a plus). Reliable and predictable attendance of your assigned shift and have the ability to work 40 hours per week Program Overview: The Globe Life summer internship program offers 10 weeks of immersive, hands-on learning designed to help you build valuable skills and enhance your professional profile. In addition to impactful departmental projects, our program features a variety of enriching experiences: DiSC Workshop: Enhance your communication, teamwork, and leadership skills through an interactive workshop centered on the DiSC personality assessment. Learn how to leverage your strengths and collaborate effectively. Co-CEO Luncheon: Enjoy a unique opportunity to dine with Globe Life's co-CEOs, where you can ask questions, learn about their vision for the company, and gain firsthand leadership insights. Networking Events: Build connections with your peers, mentors, and Globe Life professionals during structured networking sessions designed to foster lasting professional relationships. Volunteer Event: Join forces with your fellow interns to give back to the community by participating in a volunteer event aligned with Globe Life's mission to help families secure their future. Exclusive Game-Day Experience: As part of our partnership with the Dallas Cowboys and Texas Rangers, interns are invited to watch a Rangers game at Globe Life Field from our exclusive suite, complete with game-day snacks and an unforgettable atmosphere. Access to Wellhub Benefit: While employed with Globe Life, interns can enjoy a month-to-month Wellhub membership with access to exclusively priced gyms and fitness studios, group and virtual classes, and custom fitness programs. Professional Headshots: Take advantage of a complimentary professional photoshoot to upgrade your LinkedIn profile and stand out in your job search. The internship program runs from June 1st to August 4th 2026, offering a structured timeline that ensures you maximize your learning and professional development over the course of 10 impactful weeks. Join us for an unforgettable summer!
    $65k-98k yearly est. 49d ago
  • Venture Capital Investment Intern Spring 2026

    Hof Capital 4.4company rating

    New York jobs

    HOF Capital is a global multi-stage venture capital (VC) firm that partners with the world's best founders and helps them build generational category-defining technology companies. Since launching its first fund in 2016, the firm has invested in some of the most successful technology startups of the past decade (e.g., SpaceX, OpenAI, Neuralink, Anthropic, xAI, etc.) and achieved top-tier investment performance throughout its history, which has enabled the firm to grow rapidly to $5B+ of assets under management (AUM). Due to this rapid growth, HOF Capital is looking to bring on a VC Investment Intern with a genuine passion for finding, investing in, & supporting technology startups that have the potential to become generational category-defining companies. This VC Investment Intern will learn how VC investors make high-quality investment decisions through firsthand experience. Previous interns have gone on to work for some of the world's leading technology companies and investment firms including Google, Meta, OpenAI, Revolut, Jane Street, Citadel Securities, Bessemer Venture Partners, Insight Partners, and BlackRock. HOF Capital welcomes applications throughout the year, and the firm's internships typically range from 3 to 12 months. HOF Capital does not sponsor visas for international student interns. Minimum qualifications: Currently enrolled at a top-tier university. Experience building software applications/infrastructure and/or AI/ML models. Excellent academic performance (e.g., high GPA, high honors, merit-based awards, etc.) & professional performance (if applicable). Independent thinker with outstanding intellectual & analytical aptitude. Strong interpersonal & communication skills. Genuine passion for finding, investing in, & supporting technology startups that have the potential to become generational category-defining companies. The ideal candidate should be excited to: Build strong relationships throughout the technology, VC, & startup ecosystem. Develop deep domain expertise in technologies and markets (e.g., AI, software, deep tech, etc.). Meet with founders, evaluate products & technologies, and research markets & competitive landscapes.
    $89k-143k yearly est. 60d+ ago
  • Venture Capital Investment Intern Summer 2026

    Hof Capital 4.4company rating

    New York, NY jobs

    HOF Capital is a global multi-stage venture capital (VC) firm that partners with the world's best founders and helps them build generational category-defining technology companies. Since launching its first fund in 2016, the firm has invested in some of the most successful technology startups of the past decade (e.g., SpaceX, OpenAI, Neuralink, Anthropic, xAI, etc.) and achieved top-tier investment performance throughout its history, which has enabled the firm to grow rapidly to $5B+ of assets under management (AUM). Due to this rapid growth, HOF Capital is looking to bring on a VC Investment Intern with a genuine passion for finding, investing in, & supporting technology startups that have the potential to become generational category-defining companies. This VC Investment Intern will learn how VC investors make high-quality investment decisions through firsthand experience. Previous interns have gone on to work for some of the world's leading technology companies and investment firms including Google, Meta, OpenAI, Revolut, Jane Street, Citadel Securities, Bessemer Venture Partners, Insight Partners, and BlackRock. HOF Capital welcomes applications throughout the year, and the firm's internships typically range from 3 to 12 months. HOF Capital does not sponsor visas for international student interns. Minimum qualifications: Currently enrolled at a top-tier university. Experience building software applications/infrastructure and/or AI/ML models. Excellent academic performance (e.g., high GPA, high honors, merit-based awards, etc.) & professional performance (if applicable). Independent thinker with outstanding intellectual & analytical aptitude. Strong interpersonal & communication skills. Genuine passion for finding, investing in, & supporting technology startups that have the potential to become generational category-defining companies. The ideal candidate should be excited to: Build strong relationships throughout the technology, VC, & startup ecosystem. Develop deep domain expertise in technologies and markets (e.g., AI, software, deep tech, etc.). Meet with founders, evaluate products & technologies, and research markets & competitive landscapes.
    $89k-144k yearly est. 60d+ ago
  • Fair Banking Intern

    Stock Yards Bank & Trust 4.7company rating

    Louisville, KY jobs

    Job Title: Fair Banking Intern FLSA Status: Non-Exempt Department: Compliance Hours of Operation: M-F 8:00-5:00 The Fair Banking Intern is responsible for assisting with analysis and assessment of data related to laws and regulatory requirements of Fair Lending, Equal Credit Opportunity Act (ECOA), Fair Housing Act (FHA) and Unfair, Deceptive, or Abusive Acts or Practices (UDAAP). This role will assist in second line of defense monitoring and oversight activities. Organizational Duties and Responsibilities: Supports the mission, vision, and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies. Essential Duties and Responsibilities: Coordinates and improves the monitoring and reporting process, including: Assist in analyzing loan data to identify patterns and ensure compliance with fair lending regulations Conduct research on fair lending laws and recent enforcement actions to inform internal practices Assist in responding to customer inquiries related to fair lending policies Collaborate with the Compliance Department to integrate fair lending considerations into broader compliance initiatives Monitor, ensure and maintain loan information quality and integrity to ensure regulatory compliance Assist in identifying tracking and analyzing systematic and/or operational exceptions regarding data collection for all loans to identify patterns and ensure compliance with fair lending regulations Support the preparation of reports on a scheduled basis for distribution to the applicable business units (including, but not limited to) for areas related to: Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA), Redlining, pricing disparities, disparate impact or treatment, Branch and ATM distributions, analysis of loan distribution patterns, analysis of peer and demographic data, market penetration, and monitoring and analysis of policy exceptions Utilize resources to stay up to date with regulatory changes related to HMDA, CRA, Fair Lending, UDAAP, ECOA, Fair Lending and Section 1071 of the Dodd Frank Act Participate in new product development and work closely with Compliance Advisors and applicable business units in the assessment of risk associated with these products Assist in the investigation of consumer complaints for potential Fair Lending and UDAAP elements using the Bank's complaint tracking system Other Functions: Assist with the communication of compliance initiatives to partners throughout the bank, including contributing to the departmental newsletter Assist in the development and communication of regulatory policies and procedures to management for review and approval Assist with regulatory compliance training Maintain understanding of the bank's products, services, geographic locations, and the potential risks associated with those activities Conduct special projects as the need arises Assist with other compliance reviews as assigned Perform other duties, as assigned Working Conditions: Works in an office setting. Minimum Job Requirements: Education: Currently enrolled in a bachelor's degree program in Economics, Finance, Public Policy, Law or related field Specific Skills: Strong organizational and time management skills Strong analytical skills and attention to detail Ability to function in a multi-task environment Ability to work independently Excellent verbal and written communication skills Ability to define problems and propose solutions Proficiency in Microsoft Office Suite Specialized: Ability to read, analyze and interpret government regulations, trade journals, and legal documents What You Will Gain: In-Depth Understanding of Fair Lending Laws: Interns will delve into laws such as the Fair Housing Act and the Equal Credit Opportunity Act, gaining a comprehensive understanding of their application in banking operations Data Analysis Proficiency: By analyzing loan data and preparing reports related to the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA), interns will enhance their quantitative and data interpretation skills Policy Development Experience: Assisting in the creation and updating of fair lending policies will provide interns with practical experience in policy formulation and implementation Community Engagement Exposure: Participation in community outreach programs will allow interns to understand the bank's role in promoting fair lending practices and engage with diverse community stakeholders Enhanced Communication Skills: Collaborating with various departments and responding to customer inquiries will help interns refine their communication abilities, essential for effective advocacy and education on fair lending issues Physical Requirements: The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Primarily sedentary work performed in an office environment Ability to sit for extended periods of time while working at a computer Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person Visual acuity sufficient to read computer screens, printed documents, and financial data Occasional standing, walking, bending, or reaching Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)
    $57k-82k yearly est. 7d ago
  • 2026 Summer Internship Program - Commercial Banking

    TD Bank 4.5company rating

    New York, NY jobs

    **Role Type:** Undergraduate **Work Term:** Summer/Term 3 New York, New York, United States of America **Hours:** 40 **Pay Details:** $21.75 - $27.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** The AMCB Summer Intern supports their Line of Business in the development and execution of work projects to support the Business' goals & objectives. The Summer Intern embodies TD's Shared Commitments and customer-focused culture. **Commercial Banking** TD Commercial Banking helps commercial customers manage their funds, finance their growth, and invest for the future by taking the time to understand their goals and customize products and services to suit their needs. This includes everything from governments, institutions and businesses, ranging from small "mom and pop" stores to multi-billion-dollar corporations. This Commercial Banking Intern functions as a **Business Analyst Intern** , providing professional and efficient support to the Small Business Banking team and Small Business clients: + Support product development and management + Perform analysis to identify and address opportunities for product enhancement + Identify and develop strategies for support issues including SWOT analyses and business cases + Identify training gaps and develop material to address + Assist with administrative tasks to ensure smooth day-to-day operations + Support ad hoc projects and initiatives as business needs arise Commercial Banking is offering **in-person** internship opportunities in **New York City, NY** . Interns will be required to be **in-office** 4 days a week. **Depth & Scope:** **AMCB Summer Internship Experience** TD Bank, America's Most Convenient Bank **_ _** , offers an Internship Program with an unparalleled experience - where you'll gain valuable insight into our vision to Build The Better Bank, while also strengthening the core skills and knowledge you'll need to launch a successful career. Our 10-week, non-rotational program consists of: + A fun-filled, high-energy introduction to TD Bank, America's Most Convenient Bank **_ _** + A variety of professional experiences and development training + Extensive networking opportunities and interactions with senior leaders + A dedicated support network, including a formal peer-mentoring program + An active role in community service projects + Opportunity to join our rotational analyst program upon graduation and participate in our 6 Week Innovation Challenge, VR experience and variety of learning & development opportunities. **Education & Experience:** + Pursuing post secondary degree in business-related disciplines + Knowledge of Microsoft tools (Outlook, Teams, Word, PowerPoint, Excel) + Excellent interpersonal skills, problem solving and analytical skills + Ability to take initiative and accountability of your actions + Demonstrated leadership qualities + Strong written and oral communications skills + Detail oriented with an ability to handle multiple tasks + Ability to work independently and collaboratively + You must be work authorized in the United States on a permanent basis without the need for employer sponsorship + Anticipated graduation date between December 2026 - June 2027 preferred + **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Frequent + Walking - Frequent + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Occasional + Reaching forward - Occasional + Pushing - Occasional + Pulling - Occasional + Twisting - Occasional + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous **Who We Are** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $21.8-27 hourly 4d ago

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