Investment associate entry level jobs

Summer Bank Intern - On-site (Fremont, OH) The Croghan Colonial Bank is seeking motivated students to join our team as Interns for the Summer of 2026. Our Interns aren't here to make coffee runs and copies. As an Intern at The Croghan Colonial Bank you are an essential part of the equation to “helping good people make good decisions.” Our program's goal has been and continues to be to provide a comprehensive education experience to students by implementing job functions and projects that have a visible real-world effect on not only the Bank, but also our community as a whole. Whether you have a specific direction you know you are heading after graduation or simply want to explore prospective career opportunities available in the world of banking, we are excited to provide an opportunity to students to expand upon the concepts learned through their studies in a real-world environment. What We Are Seeking From You: Current Freshman, Sophomores, and Juniors pursuing degrees/majors related to Business, Finance, Accounting, Marketing/Graphic Design, IT/IS/Cyber Security, Human Resources or other related fields The ability to commute to our locations in Fremont, OH on a regular basis A solid understanding of Microsoft products such as Word, PowerPoint, and Excel The flexibility to work in a team setting or independently depending on current assignment A commitment to maintain confidentiality Critical thinking and problem solving skills A willingness to learn and follow all applicable laws and regulations including, but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control What We Will Provide You: A comprehensive learning experience focusing on a specific department in the bank, but also offering exposure to other departments bank-wide The opportunity to network with fellow Interns, experienced financial professionals, and community members A flexible schedule allowing up to 40 hours per week A welcoming and community-focused environment conducive to learning Paid internship! Fun team building and networking events throughout the summer The ability to see your hard work come to fruition in the bank and community Testimonials: “I would recommend interning at Croghan to others because it is a great way to see how the workplace really is. In the end you come away with so much more than just on the job experience.” - Kyle, IT Intern, 2024 “I would recommend a Croghan internship to others because I was able to learn about how banking works and network with many people along the way. There are a lot of internships out there where you don't get to experience the opportunities that we were able to have, and I am very grateful that the bank had events for us.” - Jillian, Compliance Intern, 2023 “I would describe Croghan as a bank that is focused on being active and supporting the community. Whether it be in the office or out participating in community events, everyone has the same goal of ‘helping good people make good decisions'.” - Nick, Finance Intern, 2024 “I would definitely recommend an internship at Croghan. I was not only able to see the finance side of banking, but I was able to learn about banking as a whole. There are so many different aspects that go into banking, and I was able to learn about so many of them. Our managers got us into different departments and let use se those aspects. There are also so many networking opportunities and making connections are very crucial for many different reasons.” - Dillon, Finance Intern, 2023 “I believe Croghan Internships help build knowledge and skills in all areas that would be beneficial to all types of business majors. I enjoyed being able to compare what I do on a daily basis with my university classwork and get real world knowledge and experience.” - Liana, HR Intern, 2024 “I think that the open-door policy really describes the culture well at Croghan. I always felt that I could reach out to anyone within Croghan or visit their office without facing any scrutiny. It really made me feel more comfortable working with the other departments and that I was really a part of the staff.” - Braden, Trust Intern, 2023 “The internship program has allowed me to meet a lot of people and get experience in many different areas of the banking industry. Croghan treats their interns with respect just as any other employee, which makes it easier to get comfortable with everyone you work with.” -Ally, Retail Intern, 2024 Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet

Overview The Private Equity Investment Intern is a member of the Private Equity investment team whose main responsibilities include supporting the investment team in sourcing, executing and monitoring private equity investments. The Private Equity Investment Intern supports due diligence on both primary fund commitments, structured secondary transactions and single asset co-investments. This due diligence process includes on-site meetings and company level due diligence, market/industry research and competitive positioning, CEO, management team and customer referencing, performance benchmarking, bottoms-up financial modeling, and key transaction negotiations and legal considerations. The Private Equity Investment Intern is responsible for summarizing key due diligence findings and updating the Private Equity team in highly collaborative team diligence and decision-making sessions.The Private Equity Investment Intern also plays a role in helping to monitor the performance and other key aspects of FWCPG's existing Private Equity portfolios. The Private Equity Investment Intern liaises with the Operations team on reporting production for FWCPG, including performance calculations and monitoring of the legacy portfolios. Responsibilities What you will do: Participates as an active member of the team with specific assignments related to the due diligence process for prospective investments working as directed by the Investment Managers. Interacts and communicates with private equity firms, placement agents, investment bankers, entrepreneurs, CEOs, consultants, clients and prospective clients. Participates in discussions and reference calls on backgrounds and track records of leaders of prospective investments. Drafts documentation for the Investment Committee, as directed by senior investment team members and when appropriate. Builds Excel models and other ad-hoc analysis to analyze current investment performance. Actively participates in the fund monitoring function for Private Equity. Develops new processes and procedures for fund monitoring as directed by FWCPG. Conducts research on news and trends within the private equity market related to firms, people, investments and markets and communicates findings to members of the Private Equity team. Liaises with Operations on selected projects. Performs other duties as assigned. Complies with all policies and standards. Qualifications Must currently be enrolled in an accredited degree program - Required Proven academic and extracurricular track record with a demonstrated history of achievement. Demonstrated quantitative background (e.g., economics, mathematics, etc.). Proven excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner. Demonstrated ability to effectively interact and communicate with all levels of staff and management. Proven ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Demonstrated verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. Proven ability to complete tasks independently, accurately and on a timely basis. Demonstrated strong attention to detail with excellent organization skills and process orientation. Proven ability to handle confidential information. Demonstrated comfort with quantitative analysis, including identifying, defining and resolving complex problems. Ability to collect, quantify or interpret data to establish facts and draw valid conclusions and provide creative resolutions. Some experience with Power Point, Word processing and spreadsheet applications. Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None

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.

Career Changers Wanted | Build Your Own Financial Advisory Practice Indianapolis, IN Commission-Based | $80,000-$110,000 at plan yearly You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots. At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back. Why Join WPFG? ✅ Non-captive model = freedom + flexibility ✅ 100+ advisors who made the switch (many mid-career) ✅ Real mentorship. Real growth. Real ownership. What You'll Do: Help people protect what matters and build long-term wealth Leverage your community relationships to grow your client base Build your business with the support of a proven team and infrastructure Stay at the forefront of financial planning and risk strategies What You Bring: A strong network and a reputation for being dependable High sense of urgency + drive for autonomy Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed) Four year degree preferred A desire to build something bigger-for your clients and yourself If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more! #LI-WFG1 Return to WestPoint Financial Group

What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. Job Summary Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment Responsibilities Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary Employs a process improvement mindset to deliver efficiencies across work areas Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. Qualifications 5+ years' experience in a finance function preferred 2+ years in FP&A roles preferred, preferably in a large complex organization preferred Bachelor's degree preferred, MBA strongly preferred Healthcare industry experience preferred Highly proficient in Microsoft Excel and PowerPoint preferred Anticipated salary range: $80,900 - $115,500 Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. Medical, dental and vision coverage Paid time off plan Health savings account (HSA) 401k savings plan Access to wages before pay day with my FlexPay Flexible spending accounts (FSAs) Short- and long-term disability coverage Work-Life resources Paid parental leave Healthy lifestyle programs Application window anticipated to close: 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law. To read and review this privacy notice click here

About Us At INSIGHT2PROFIT, we help companies unlock hidden value through smarter pricing and profitability strategies. We're a fast-growing consulting and technology firm where high performers thrive, fresh ideas are welcomed, and careers accelerate. Here, you'll find a dynamic team of forward-thinking professionals driven to challenge the status quo-and deliver extraordinary outcomes for our clients. Whether you're passionate about analytics, business strategy, or client engagement, INSIGHT gives you the platform to do great things in uncharted territory. About the Role Our Summer Analyst Program offers a high-impact, hands-on experience designed to launch your consulting career. Over the course of 9 weeks, you'll work directly with clients, partner with cross-functional teams, and engage with firm leadership. From data analysis to strategic insights, sophisticated modeling, and technology-driven solutions, you'll contribute to real projects that drive measurable value. This is more than a summer internship-it's a chance to explore the world of consulting, build essential skills, and make meaningful impact. Responsibilities What You'll Do Project Execution Deliver assigned project tasks on time with high quality Apply standard processes and tools to build effective client materials Communicate status updates, risks, and issues proactively Pricing Analytics Support pricing and profitability analysis using Excel, Power Pivot, and other tools Run ad hoc data queries and deliver insightful analyses Maintain strong attention to detail and data accuracy Client Engagement Assist with reporting and insights for client presentations Receive and apply feedback to enhance deliverables Use listening and inquiry to understand client needs Team Collaboration Contribute ideas and energy to team discussions and deliverables Embody our culture and core values in all interactions Take ownership of your work quality and professional development Qualifications What You Bring - Qualifications Currently enrolled in an accredited university, entering your final year. Anticipated graduation date of 2027. Field of study: Business, Finance, Management, Economics, Statistics, Actuarial Science, Data Science, Mathematics, Engineering, Computer Science or a related field Demonstrated project management capabilities (practical and/or academic) Skills & Traits: Proficient in computer applications including Excel, PowerPoint, etc. Upbeat, driven, and action-oriented professional. Strong analytical and interpersonal skills, including a strong sense of personal accountability. High degree of ambition to perform in a dynamic environment. Why INSIGHT2PROFIT? Work on real, revenue-driving projects from day one Expand your professional network through client and leadership exposure Develop consulting and analytics skills that accelerate your career Join a culture where curiosity, grit, and innovation thrive Travel: Up to 10% Compensation: $30/hour

Overview The Private Credit internship will be a project-oriented experience. The intern will be assigned various projects during their internship, including analysis, investment research, and data retention / management. These assignments will provide the opportunity to broaden knowledge of the Private Credit business and to demonstrate quantitative reasoning skills. The associate will have the chance to work and collaborate with successful investment professionals with visibility of senior management. Responsibilities What you will do: Collaborate with investment professionals to understand best investment practices. Review prior recommendations and understand investment practices. Attend investment committee meetings to understand committee member focus. Prepare reports and recommendations relative to private credit investments. Research relevant industries and companies for future private credit investments. Build financial models, assist in preparing opportunity memos. Perform financial analyses for new and existing private credit investments. Maintain CRM database of prospects and referral sources. Performs other duties as assigned. Complies with all policies and standards. Qualifications Enrolled in a University with a degree or focus in Real Estate investment. Secondary focus in marketing would be a plus. Cumulative GPA of at least 3.2 out of a 4.0; 3.5+ preferred. - Preferred General knowledge of the functions of accounting, finance, and investments, the underlying body of concepts that constitute the real estate investment management industry and the application of those concepts. - Required Second or third-year Business/Finance Student, or MBA student. Completion of one or more investment courses. Willingness to complete education and development through business and/or finance/analysis courses. Demonstrated successful experience in problem-solving situations. Possesses and displays excellent verbal and written communication skills. Demonstrated ability to coordinate multiple projects simultaneously and complete assigned tasks accurately and on a timely basis. Ability and desire to cultivate / acquire a unique combination of marketing, financial analysis, interpersonal, customer service, communication and negotiation skills. Proficient with Microsoft Word, Excel and PowerPoint software, including advanced functions. Working knowledge and experience in Argus preferred. Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None We can recommend jobs specifically for you! Click here to get started.

If you are interested in more than one KeyBank Internship opportunity, please consider applying for your top 3 internship roles within 12 months to ensure you are not duplicating efforts and obtaining the best candidate experience. The Commercial Bank internship will provide an experience to understand the Commercial Banking landscape and how the various line of business functions collaborate to provide clients/prospects with the insights and solutions they need to operate their business more effectively. Program Duration: MAY 27, 2026 - AUGUST 7, 2026 What does our Internship Program offer? Key's Enterprise Internship is a 10.5-week program that provides meaningful work that matters, offers feedback and coaching, and creates engaging events and conversations that will spark excitement and interest in bringing one's full-time career to Key. Interns are involved in a host of line of business specific projects that directly impact and benefit Key's business and strategic pillars. The program includes networking with Key teammates across all levels of the organization, a series of Learning Labs where internal and external speakers provide insight on Key's competitive landscape, financial wellness, and professional development best practices, and an assigned mentor who shares knowledge, experience, and advice. Commercial Banking Commercial at Key offers a comprehensive suite of financial solutions tailored to support the growth, liquidity, and risk management needs of middle market and institutional clients. What differentiates us from competitors is our ability to seamlessly deliver comprehensive industry expertise, unique insight and capital markets solutions. This includes services such as lending, commercial payments (treasury), and advisory support. As a core component of Key's strategic priorities, the Commercial Bank plays a vital role in driving client success and contributing to the company's overall performance. About the Internship As an intern, you will gain valuable experience by contributing to a variety of projects and collaborating closely with seasoned professionals within our Payments and Internal Operations functions. Opportunities where you may be assigned include Business Development (Sales), Product, Commercial Bank Risk, or Commercial Bank Operations. You will receive exposure to various segments within the Commercial Bank, as well. Job Responsibilities Learns and understands how KeyBank and the Commercial Bank operate, including our mission, products, and the clients we serve Works alongside industry professionals, conducting analysis of financial reporting and identifying business opportunities Receives the training, mentorship, and engagement with senior leaders needed to learn the industry Collaborates with sales and product teams to deliver value to our clients through a variety of day-to-day and project work Conducts research and analysis as part of a capstone project that will be presented to executive leadership at the culmination of the internship Builds relationships to learn about the various departments within KeyBank and the role that each play in overall organization Qualifications Must have completed at least two years toward a four-year, undergraduate degree program with coursework in Finance, Economics, Accounting, Data Sciences, Business Analytics, Information Systems, Mathematics with an anticipated graduation in or before May of 2027 Outstanding academic achievement (minimum undergraduate 3.3 GPA) Demonstrated leadership and teamwork from past work experience and/or extracurricular activities Strong analytical, problem solving, and critical thinking skills Highly motivated with a strong work ethic Outstanding interpersonal, communication and presentation skills Proficiency in Excel and PowerPoint Professional conduct Compensation and Benefits This position is eligible to earn an hourly rate of $23 per hour. Compensation also includes a $2,000 Summer Internship Sign-on Bonus. KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $22.60 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Please note: While a base pay range is referenced above, this position is compensated at a fixed rate of $23 hourly and is eligible to receive a $2,000 sign-on bonus. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/09/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

2027 SUMMER ANALYST, RIVERSIDE MICRO-CAP FUND STRATEGY About The Riverside Company The Riverside Company is a global investment firm focused on being one of the leading private equity and flexible capital options for business owners and portfolio company employees at the smaller end of the middle market by seeking to fuel transformative growth and create lasting value. Since its founding in 1988, Riverside has made more than 1,000 investments. The firm's international private equity and flexible capital portfolios include more than 140 companies. For more information, visit ************************* The Riverside Company is committed to providing equal opportunity for all qualified applicants and embraces the diversity of its people and encourages all underrepresented groups to apply. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States. About Riverside Micro-Cap Fund Strategy The Riverside Micro-Cap fund strategy (“RMCF”) focuses on investing in high-growth companies across the United States and Canada with less than $10 million of earnings. RMCF is investing out of its sixth vintage and has more than 30 portfolio companies. Position Overview The Summer Analyst role offers hands-on experience in private equity and direct exposure to Riverside's deal process. Reporting to a Partner and supported by an Associate or Senior Associate mentor, Summer Analysts work closely with teams of investment professionals on live transactions, portfolio company initiatives, and exit processes. This position provides an unparalleled opportunity to build core investment skills and gain insight into private equity, preparing you for future success either within Riverside or across the broader investment industry. Only undergraduate students from the Class of 2028 will be considered for this role. What You'll Do Collaborate directly with investment professionals on active deal teams. Participate in weekly investment committee discussions. Conduct company and industry research to support sourcing and diligence. Perform financial analysis and build operating and valuation models. Draft key portions of investment memoranda. Join calls with management teams of prospective acquisitions. Support execution of due diligence workstreams. Assist portfolio companies with strategic projects and analyses. Contribute to exit or recapitalization processes for existing investments. Desired Skills & Qualifications Undergraduate student (Class of 2028) Excellent analytical, quantitative and problem-solving abilities Initiative, intellectual curiosity, and ability to manage projects Proficiency in Microsoft Word and Excel (PowerPoint a plus). Excellent verbal and written communication skills Demonstrated leadership through academics, extracurricular activities, or prior internships Fluency in English History of strong academic performance Details Job Type: Summer 2027 Internship Location: Cleveland, OH; Los Angeles, CA; or New York, NY Compensation: $20/hour Required Education: Current undergraduate student (Class of 2028) Other: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties, responsibilities, and activities may change at any time with or without notice.

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Essential Functions/Responsibilities: · Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition · Generates sales leads through cross-function collaboration, centers of influence and personal contacts · Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk · Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts · Coordinates unique portfolio requirements or client situations with FFB Investment Committee · Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects · Utilization of financial planning to drive client retention and acquisition · Serves on the FFB Investment Committee as client advocate and strategy consultant · Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job: · Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs · Relationship management experience with clients is required · Knowledge of investment solutions, risk management, asset allocation and program design · Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills: · Business development experience is a plus · Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients · Experience in banking or financial services is preferred · Bachelor's degree in Business or other related field of study · CFA/CFP is preferred · Demonstrated commitment to professional development · Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope: · Degree of Independence and Decision-Making: · Required Supervisory Responsibilities: · N/A Physical Requirements: · Occasionally lifts and carries up to 20 lbs · Frequently lifts and carries up to 10 lbs · Frequently sits, stands and drives Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.

Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must. Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group. Responsibilities: • Learn and understand the entire operation of Endeavor Financial Group • Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry • Meet with new and existing clients to build a book of business and grow relationships • Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts • Position products, services, and strategies to help clients gain financial clarity • Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. • Participate in events to attract new clients and provide financial education to the local community • Finalize, submit, and track all client paperwork for account and application changes • Collaborate with Lead Advisor on complex scenarios • Schedule, prep, and document all your client meetings *Additional responsibilities may be assigned in accordance with business needs Characteristics: Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are: • Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player • Motivated by helping others and relationship-oriented • A natural coach or guide with strong interpersonal skills • Passionate about living a life of generosity by serving others, not just selling products Compensation: $50,000 - $80,000 plus the opportunity for commissions Position Requirements: • Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) • Life, Health, and Annuities registration required • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn • Ability to maintain integrity of sensitive/confidential information As part of Thrivent's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. 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. 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.

The Hospeco Brands Group is the hub for a strategic collection of manufacturing and sales companies that lead the way in multiple categories - from personal care and protection to textiles, from cleaning products to contamination control - to empower its distributor partners into the future. Their cohesive approach promotes operational efficiency and fuels innovation, while equipping its varied businesses to tackle the toughest challenges across industrial and manufacturing, healthcare and life sciences, food service, hospitality, transportation, and many other dynamic market segments. Tranzonic's rapid growth, both organic and via acquisition, is powered by its team of driven, innovative problem-solvers and a culture of integrity and respect. Position Summary: The Operations Financial Analyst supports our Operations Controller and Operations Leadership by providing financial insights supporting our production and distribution performance. This role develops models, analyzes operational KPIs, prepares forecasts, and partners with cross-functional teams to drive efficiency and margin improvement. The ideal candidate is detail-oriented, analytical, and comfortable working in a fast-paced, matrixed environment. Essential Functions and Responsibilities: * Partner with department leaders to understand key assumptions and operational impacts. * Prepare monthly financial reporting packages with commentary on performance versus plan, forecast, and prior year. * Conduct detailed variance analyses (budget/forecast) and provide actionable insights. * Track and develop KPIs and operational metrics, ensuring accuracy, consistency, and timely reporting. * Present insights and recommendations to management to inform decision-making. * Work closely with cross-functional teams to support initiatives, cost-savings efforts, and investment decisions. * Assist leaders in understanding financial results and identifying root causes of performance issues. * Develop tools, templates, and dashboards to improve reporting processes. * Support capital expenditure requests, ROI analyses, and ad hoc modeling. * Identify opportunities to enhance reporting accuracy, streamline processes, and improve data consistency. * Support system upgrades, BI tool enhancements, and integration activities (D365, Power BI, Paycor, etc.). * Help drive standardization across the Finance function. Requirements: * Bachelor's degree in Finance, Accounting, Economics, or related field required. * 2-4+ years of experience in operational financial analysis, FP&A, or relevant manufacturing/plant finance * Manufacturing, distribution, or multi-site experience preferred * Strong analytical and quantitative skills with the ability to interpret data and draw meaningful conclusions. * Advanced Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, SUMIFS, modeling). * Experience with BI/reporting tools (Power BI, Tableau) and ERP systems (D365 preferred). * Excellent communication skills-able to translate data into actionable insights for non-finance partners. * Highly organized with the ability to manage multiple priorities and meet deadlines. * Strong business acumen and attention to detail.

Title Budget Analyst - Correctional Education Job Description The Budget Analyst is responsible for financial reporting, budgeting, budget to actual analysis, forecasting, contribution margin analysis, and various other analysis to align with unit(s) and University goals and ensuring the optimization of resources, fiscal responsibility, long-term financial health and sustainability, and compliance with university policies and procedures. Essential Duties and Responsibilities: Correctional Education (75%): * Assist in the development, management, and monitoring of the annual operating and capital budget including delivery of timely and accurate reporting of actual results to the budget. * Maintain consistent monthly and other routine periodic reporting to monitor financial performance and provide variance analysis compared to budget, prior year and trend data and clearly represent issues and solutions to the head of the correctional education unit, Assistant Controller, Assistant Vice President/Controller, and Vice President and Chief Financial Officer. * Develop forecasts and scenario/what if models based on various assumptions and data points and analyze, interpret and report/present the models and data. * Develop contribution margin analysis by locations and departments/units. * Monitor and approve procurement and expenditure spend and ensure compliance with budgetary constraints. * Collaborate with executive leadership to optimize Correctional Education Scholarship funds to support incarcerated and re-entry students. * Review and approve students supported by State of Ohio funding and other funding sources and create required invoices. * Maintain compliance with university, federal, and state policies and regulations and recommend new and revised policies and procedures as appropriate. * Steward and maintain relationships with vendors, suppliers, and other partners. * Maintain confidentiality of all university and employee information. Professional Learning (25%): * Invoice organizations and districts that are paying for their teacher's professional development graduate workshops. * Facilitate communication and resolution when there are payment issues, processing payment issues, aged debt collection, tax form questions, and reconciling from Elevate. * Manage reconciling PD registration reporting between Elevate and Self-Service. * Manage reports from each center on revenue, number of registrations, number of workshops with registrations each month. * Develop forecasts and scenario/what if models based on various assumptions and data points and analyze, interpret and report/present the models and data. * Develop contribution margin analysis by locations and departments/units. * Provide training and support for Elevate to Directors and Administrative Assistants. Additional Duties and Responsibilities: * Maintain and monitor key internal controls and best practices. * Supervise and/or perform various account reconciliations. * Serve on various strategic and operational committees, taskforces, and working groups, * Other related duties as assigned. Required Qualifications * Bachelor's degree from an accredited college or university. * Three (3) to five (5) years business management or relevant role including managing budgets, forecasting, data analytics and its processes. * Proficient with the Microsoft Office Suite software. * Working knowledge of generally accepted accounting principles. * Ability to manage multiple assignments and projects, meet deadlines, use sound judgment, and interpret local, state, and federal laws, rules and regulations through self-directed professional readings and attending professional development training. * Interpersonal skills. * Effective organization, planning and time-management, and presentation skills. * Results-oriented and metrics-driven leader. * Organizational and management skills with attention to detail. * Ability to master University finance software and excellent knowledge of MS office, databases, and information systems. * Ability to make professional decisions in a fast-paced environment. * High degree of diplomacy and tact with internal and external stakeholders. Preferred Qualifications * Bachelor's degree in in business management, economics, accounting, finance, operations, or a related area or related experience. Master of Business Administration, Certified Public Accountant or Certified Management Accountant. * Higher Education industry experience. * Working knowledge of Ellucian Colleague enterprise resource planning system. * Working knowledge of budgeting and forecasting software such as BudgetPak, Prophix, and Axiom. Physical Demands * This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. * The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to fingers, handle or feel; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 25 pounds. * This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m. * From time to time working hours may be modified and exceed the standard work week. The position may require occasional travel. Anticipated Start Date of New Hire 12/01/2025 Anticipated Number of Hours Working per Week 40 Shift Required? First Job Duties Posting Detail Information Posting Number S1024P Number of Vacancies 1 Desired Start Date 12/01/2025 Job Open Date 10/20/2025 Job Close Date Open Until Filled Yes Special Instructions to Applicants Quick Link for Internal Postings **************************************

Location: This role enables associates to work virtually full-time, with the exception of required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Financial Operations Analyst is responsible for billing, AR and renewal job functions for a designated portfolio of local and national accounts. How You Will Make an Impact Primary duties may include, but are not limited to: Produce and distribute client invoices Ensure data accuracy Receive and respond to client inquiries Work with various internal divisions including, but not limited to: Sales, Accounting, Enrollment, IT Act as liaison between client, TPA and banking institutions regarding premium collection status Monitor and maintain AR within acceptable threshold Manage delinquency issues by engaging appropriate internal and external contacts Process annual renewal for local and national accounts Complete moderate to complex account reconciliations Assists with system testing of IT related projects and the implementation of application software releases within the Finance organization Minimum Requirements: Requires an AA/AS in accounting or finance and experience with relational databases and mainframe and client server report writers; or any combination of education and experience, which would provide an equivalent background. Preferred Skills, Capabilities, and Experiences: BA/BS degree preferred. Experience in a finance/health insurance field capacity preferred. Job Level: Non-Management Non-Exempt Workshift: Job Family: AFA > Financial Operations Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

**Location:** This role requires associates to be in-office **1 - 2** days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. **Alternate locations may be considered if candidates reside within a commuting distance from an office.** _Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law._ The **Financial Operations Analyst** will be responsible for completing financial activities for the purpose of accurate and timely reporting both internally and externally. Assists in the development of technical solutions to complex business issues by creating spreadsheets to be utilized by lower-level positions. Maintains performance management reporting. Supports accurate balance sheet/P&L reporting. **How you will make an impact:** + Performs tactical data analysis and may assist Analysts with moderately complex data analysis. + Communicates exception items with all relevant areas to ensure accuracy of data on an ongoing basis. + Provides tactical recommendations based on analysis of the data, business situation, and moderate knowledge of systems. + Receives and responds to escalated customer inquiries. + May contact management in operations, sales compensation, and sales + Works with processors regarding enrollment/billing issues. + Acts as liaison with bank regarding premium collection status. + Coordinates activities and provides training for lower-level associates. + Assists with system testing of IT related projects and the implementation of application software releases within the Finance organization. **Minimum Requirements:** Requires an AA/AS in accounting or finance and experience with relational databases and mainframe and client server report writers; or any combination of education and experience, which would provide an equivalent background. **Preferred Skills, Capabilities, and Experiences:** + BA/BS degree preferred. + Experience in a finance/health insurance field capacity preferred. + Strong MS Suite experience preferred. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

The Hospeco Brands Group is the hub for a strategic collection of manufacturing and sales companies that lead the way in multiple categories - from personal care and protection to textiles, from cleaning products to contamination control - to empower its distributor partners into the future. Their cohesive approach promotes operational efficiency and fuels innovation, while equipping its varied businesses to tackle the toughest challenges across industrial and manufacturing, healthcare and life sciences, food service, hospitality, transportation, and many other dynamic market segments. Tranzonic's rapid growth, both organic and via acquisition, is powered by its team of driven, innovative problem-solvers and a culture of integrity and respect. Position Summary: The Operations Financial Analyst supports our Operations Controller and Operations Leadership by providing financial insights supporting our production and distribution performance. This role develops models, analyzes operational KPIs, prepares forecasts, and partners with cross-functional teams to drive efficiency and margin improvement. The ideal candidate is detail-oriented, analytical, and comfortable working in a fast-paced, matrixed environment. Essential Functions and Responsibilities: Partner with department leaders to understand key assumptions and operational impacts. Prepare monthly financial reporting packages with commentary on performance versus plan, forecast, and prior year. Conduct detailed variance analyses (budget/forecast) and provide actionable insights. Track and develop KPIs and operational metrics, ensuring accuracy, consistency, and timely reporting. Present insights and recommendations to management to inform decision-making. Work closely with cross-functional teams to support initiatives, cost-savings efforts, and investment decisions. Assist leaders in understanding financial results and identifying root causes of performance issues. Develop tools, templates, and dashboards to improve reporting processes. Support capital expenditure requests, ROI analyses, and ad hoc modeling. Identify opportunities to enhance reporting accuracy, streamline processes, and improve data consistency. Support system upgrades, BI tool enhancements, and integration activities (D365, Power BI, Paycor, etc.). Help drive standardization across the Finance function. Requirements: Bachelor's degree in Finance, Accounting, Economics, or related field required. 2-4+ years of experience in operational financial analysis, FP&A, or relevant manufacturing/plant finance Manufacturing, distribution, or multi-site experience preferred Strong analytical and quantitative skills with the ability to interpret data and draw meaningful conclusions. Advanced Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, SUMIFS, modeling). Experience with BI/reporting tools (Power BI, Tableau) and ERP systems (D365 preferred). Excellent communication skills-able to translate data into actionable insights for non-finance partners. Highly organized with the ability to manage multiple priorities and meet deadlines. Strong business acumen and attention to detail.

- Provide financial guidance and advice to clients based on their individual needs and goals - Develop and maintain relationships with clients to understand their financial situation and objectives - Analyze financial information to determine suitable investment strategies and products - Assist clients in managing their financial portfolios and making informed investment decisions - Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans - Conduct regular reviews of clients' portfolios to ensure alignment with their goals and make adjustments as necessary - Participate in ongoing education and training program Experience - Previous experience in a financial services role preferred - Excellent communication skills, both verbal and written, to explain complex financial concepts to clients - Experience in retail sales or customer service is a plus The ideal candidate for this position will have excellent interpersonal and communication skills, have a passion for educating and helping others, and want to learn and grow professionally. We are looking for US citizens, who are willing to get licensed, who are professional and eager to build something for themselves and their clients. This position is commission based. If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Professional and make a positive impact on the lives of our clients.

The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prospect clients to establish business relationships. Profile clients and recommend suitable investment and insurance solutions. Provide a great client experience to all clients and prospects. Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients. Participate in seminars, branch training and community events in support of WesBanco Securities. Support retail and other divisions in cross referring clients for bank offered services. Coach and train Senior and Licensed Personal Bankers and branch employees. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Willingness to provide a level of service which will clearly differentiate us from our competitors. Must possess proven sales skills, be proactive and generate opportunities. Ability to perform general clerical duties and operate various departmental equipment. Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint). Ability to learn various software systems to accomplish work responsibilities. Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to analyze, comprehend and act in accordance with various regulatory entities. Ability to interact professionally with Bank business partners and customers. Must possess strong organizational and planning skills. Ability to maintain confidentiality. Must be self-motivated. Ability to handle travel to assigned offices. Bachelor's Degree preferred. State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. Knowledge of core investment products including fixed and variable annuities and mutual funds. Must have fundamental understanding of Bank services and operations. Market (investment) knowledge. Experience in investment sales or related fields. Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

JOB RESPONSIBILITIES * External Funding- Provide support for activities associated with external funded projects, including development and maintenance of grant budgets and expense tracking. Interact with various program managers and principal investigators, as well as outside funding agencies, to achieve maximum reimbursement of program costs, and successfully satisfy reporting requirements of outside funding agencies. * Procurement and Operations- Coordinate purchasing activities, supporting acquisition and allocation of resources. Participate in space planning. Provide support for business processes to ensure effective and efficient operations. Identify opportunities for improving processes. Resolve issues directly or in consultation with Director. Initiate departmental financial transactions with approval. * Systems and Technology- Ensure accuracy of data recording and tracking in applicable clinical, human resource, financial and supply chain systems as delegated. Ensure reporting meets division/department decision making needs. Project Support - Provide support for completion of projects and business plans, including research, data collection and analysis. Summarize recommendations and conclusions. Academic/Faculty - Provide support for the management of academic/faculty affairs and the meeting of compliance requirements. JOB QUALIFICATIONS * Bachelor's Degree in a related field * Preferred: Bachelor of Science Degree in Accounting or Finance * Preferred: Experience with Power BI (DAX and Power Query) and SQ * 0+ years of work experience in a related job discipline Primary Location South Campus Schedule Full time Shift Day (United States of America) Department Patient Services Finance Employee Status Regular FTE 1 Weekly Hours 40 * Expected Starting Pay Range * Annualized pay may vary based on FTE status $56,846.40 - $72,488.00 Market Leading Benefits Including*: * Medical coverage starting day one of employment. View employee benefits here. * Competitive retirement plans * Tuition reimbursement for continuing education * Expansive employee discount programs through our many community partners * Shift Differential, Weekend Differential, and Weekend Option Pay Programs for qualified positions * Support through Employee Resource Groups such as African American Professionals Advisory Council, Asian Cultural and Professional Group, EQUAL - LGBTQA Resource Group, Juntos - Hispanic/Latin Resource Group, Veterans and Military Family Advocacy Network, and Young Professionals (YP) Resource Group * Physical and mental health wellness programs * Relocation assistance available for qualified positions * Benefits may vary based on FTE Status and Position Type About Us At Cincinnati Children's, we come to work with one goal: to make children's health better. We believe in a holistic team approach, both in caring for patients and their families, and in advancing science and discovery. We strive to do better and find energy and inspiration in our shared purpose. If you want to be the best you can be, you can do it at Cincinnati Children's. Cincinnati Children's is: * Recognized by U.S. News & World Report as a top 10 best Children's Hospitals in the nation for more than 15 years * Consistently among the top 3 Children's Hospitals for National Institutes of Health (NIH) Funding * Recognized as one of America's Best Large Employers (2025), America's Best Employers for New Grads (2025) * One of the nation's America's Most Innovative Companies as noted by Fortune * Consistently certified as great place to work * A Leading Disability Employer as noted by the National Organization on Disability * Magnet designated for the fourth consecutive time by the American Nurses Credentialing Center (ANCC) We Embrace Innovation-Together. We believe in empowering our teams with the tools that help us work smarter and care better. That's why we support the responsible use of artificial intelligence. By encouraging innovation, we're creating space for new ideas, better outcomes, and a stronger future-for all of us. Comprehensive job description provided upon request. Cincinnati Children's is proud to be an Equal Opportunity Employer committed to creating an environment of dignity and respect for all our employees, patients, and families. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, genetic information, national origin, sexual orientation, gender identity, disability or protected veteran status. EEO/Veteran/Disability