Financial Services Representative II
Investment Banker Job 22 miles from San Gabriel
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a
Best Bank to Work For
by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:Financial Services Representative IIJob Description:
Summary:
Financial Services Representative II serves as the bank's more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, backing up for the teller line, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Process consumer loan applications and closings and NMLS license for consumer real estate loans, in applicable markets.
As back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
Serves as a team member to accomplish company objectives and lobby and personal goals. As the experienced banker, this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships.
Provides customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow-up with clients to assure resolution.
Actively participates in training programs to maintain and acquire additional job knowledge and skills.
Complies with all department and company policies, procedures, audit guidelines, and regulations.
Assists in opening and closing the branch, following procedures set by corporate security.
Other duties as required.
Qualifications:
Excellent interpersonal, customer service, and sales skills.
Present professional appearance and demeanor including excellent phone etiquette.
Strong work ethic with the ability to think through and rationalize decisions.
Team-oriented, possess a positive attitude and works well with others. Demonstrates diversity, flexibility, and commitment.
Strong oral and written communication skills.
Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained.
Organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy. Must be able to handle multiple tasks and work independently.
Familiar with a variety of account ownerships, both personal and business, to effectively assist customers' needs in opening accounts and obtaining required documentation.
Familiar with consumer loan applications, products, and process if applicable.
Must be willing to travel up to 10% of the time to assist coverage with other local branches.
Supervisory Responsibilities:
None
Education and/or Experience:
High School diploma or equivalent
Associates degree in business related field or two years related experience
Minimum of two years banking experience required
Experience working in an environment with individual and team goals preferred
Customer service experience required
Computer and Software Skills:
Skilled in operation of a personal computer, including Microsoft Word and Excel.
Google Suite
IBS
Salesforce
Certificates, Licenses and Registrations:
Notary License as needed by the branch
COMPENSATION
Salary Range: $22.50 - $27.00 per hour. Amount is based on relevant experience, skills, and competencies.
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE.
Floating Banker
Investment Banker Job 41 miles from San Gabriel
Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Floating Banker for Banner Bank you will provide back-up teller/banker coverage and assistance at any retail branch location within a specific geographic region. At each location you will provide an excellent experience for clients acting as the face of the Bank, and process client transactions accurately and efficiently. You'll assist clients in achieving their financial goals by actively referring Bank products/services. The work location can vary daily, and daily travel between branches will be required.
What you'll do
Responsible for processing transactions accurately and efficiently in accordance with established policies and procedures while providing an excellent experience for clients and acting as the face of the Bank.
Assist clients in achieving their financial goals by actively referring Bank products/services, and by referring clients to other Bank specialists when appropriate.
Perform quality work within deadlines with or without direct supervision.
Responsible for working effectively as a team contributor on all assignments.
Responsible for maintaining a high level of personal reliability and punctuality.
Responsible for selling Bank products and services via in-person and telephone conversations. Must meet minimum referral standards set by Manager. May be responsible for opening new accounts using the Banner Way sales process.
Responsible for providing back-up teller coverage or back-up personal banker coverage and assistance at any retail branch location within a specific geographic region. Work location can vary daily. Daily travel between branches required.
Responsible for complying with policies, procedures, security requirements, and government regulations.
Education & Certifications
H.S. Diploma
Experience & Travel
2 or more years of teller experience including sales experience with established goals (Required)
Travel 50%
Knowledge, skills & abilities
Possess strong organizational skills and be detail oriented.
Basic understanding of PC with Windows based applications and calculator.
Basic math, negotiation, and problem solving skills.
Possess effective verbal and written communication skills; proper phone and email etiquette required.
Possess good interpersonal and relationship building skills. Excellent customer service skills required.
Ability to work branch hours.
Compensation & Benefits
Targeted starting compensation range (based on experience) is $18+/hour plus $1.50 premium on top of base pay
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement up to $5,250 annually (minimum service requirement)
Read more about these and additional benefits at: Employee Benefits | Banner Bank
Investment Banking Associate
Investment Banker Job 20 miles from San Gabriel
We are looking for candidates for an investment banking associate role to join us in our Los Angeles office. The new hire will be involved in all facets of Salem Partners' investment banking business, and will play a prominent role in the execution of sell side advisory and capital raising assignments while working directly with senior bankers and clients.
This role offers ample opportunity to take on significant responsibility as well as excellent exposure to top level industry executives, private equity firms, hedge funds and venture capital sources. This role is ideally suited to a motivated self-starter with a strong desire to learn. Specific responsibilities of the job include training and managing financial analysts, performing financial analysis and modeling, developing company and industry research, preparation of information memoranda and other marketing materials and managing the capital raising and M&A transaction process.
Candidates MUST HAVE significant direct investment banking experience. Industry expertise is not required, but experience in media and entertainment, real estate, healthcare/specialty pharma is a plus.
Investor Relations Associate
Investment Banker Job 35 miles from San Gabriel
Endeavor (************ CRE.com) is a commercial real estate and PropTech talent agency providing high touch recruitment services throughout major US cities. Endeavor has partnered with a well-capitalized, growing commercial real estate private equity firm with a national portfolio of commercial and multifamily assets
The Investor Relations Associate who will play an active role in supporting the Investor Relations Team. This role requires a smart, organized individual with a strong work ethic, ability to multi-task and willingness to learn. There will be a client facing component to this role once the Associate has proven their ability to take ownership of the following responsibilities. This role will report to the Vice President of Investor Relations.
Job Responsibilities:
Manage CRM and Investor Portal, including client onboarding and account management
Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures
Assist with the content preparation and vision execution of marketing materials, including PowerPoint presentations
Complete Due Diligence Questionnaires (DDQ) for existing investors and update and maintain marketing materials, including PowerPoint presentations and other documents
Work with internal and external compliance teams to ensure investor communication is compliant
Assist in event coordination including event planning and management, initial outreach, follow-up, coordinating schedules
Qualifications & Competencies:
Bachelor's degree in business, finance or related field.
2-4 years of experience in investor relations. Commercial real estate experience required.
Juniper Square experience a plus
Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment
Ability to work well under pressure and respond to shifting priorities
Excellent judgment and the ability to handle confidential information with complete discretion
Self-motivated, creative problem solver, with great time management skills
Ability to work in Irvine, CA office 5 days a week
Investment Banking Intern
Investment Banker Job 24 miles from San Gabriel
About DelMorgan
With over 150 years of combined experience and over $300 billion in successfully completed transactions, the professionals at DelMorgan provide world-class financial advice and assistance to companies, institutions, governments and individuals around the world. Our services are fundamentally centered on achieving our clients' aims to consummate strategically important transactions and to enhance shareholder value.
Job Description
Internship at DelMorgan is an opportunity to participate intensively in the execution of live deals in a top-tier investment bank. There are substantial educational and career benefits of this exposure, as judged by the various bulge-bracket investment banks and world-renowned master's programs in business and finance to which our former interns have transitioned. Interns can set their own hours, but the most useful experiences involve being available full-time (approximately 40 hours per week) to ensure continuity in the transaction deal teams for our clients. The work is very hands-on and execution focused, preparing strategic, analytical presentations for M&A and capital raising assignments and interacting with clients, investors and acquirers at the most senior levels. While most interns do not become full-time Analysts, most of our Analysts were previously interns at DelMorgan.
Qualifications
· Recent college graduates or currently employed in financial services
· Major in business or business-related field preferred (but not required)
· Strong computer proficiency (Microsoft Office skills, especially Excel and PowerPoint)
· General level of financial knowledge and familiarity
· Quantitative and analytical skills
· Excellent quantitative, analytical and verbal/written communication skills
· Good judgment in confidential situations and ability to exercise discretion when handling confidential information
· Self-confidence, interpersonal skills and ability to interact effectively with clients, including senior business leaders
· Strong work ethic and teamwork skills
· Enthusiasm and drive to succeed
Investment Banking Analyst
Investment Banker Job 24 miles from San Gabriel
We are adding another Analyst into our Santa Monica office!
The Analyst will be involved in all facets of Donerail's investment banking activities and will play an integral role supporting the origination and execution of mergers and acquisitions assignments for clients and on Donerail portfolio companies.
Donerail is a financial services firm that has an investment banking advisory arm, providing M&A advisory services to large public and private companies, as well as an investment manager that manages capital on behalf of institutional clients and other like-minded investors. The successful candidate will have exposure to each parts of our business, with a focus on our advisory clients.
We offer candidates a unique environment which combines a highly entrepreneurial platform focused on engaging and strategic M&A, and the successful candidate will be highly involved in live deals from the onset. Successful candidates will be expected to assume a substantial amount of responsibility and quickly begin participating in client-facing activities immediately. Candidates will not be limited by their title and will be allowed to assume far greater levels of responsibility and compensation as they demonstrate their capabilities.
The specific responsibilities of the Analyst include, but not limited to:
· Complex financial modeling and valuation analyses
· Conducting comprehensive and in-depth company and industry research
· Drafting detailed memoranda and presentations describing key attributes of client companies
· Participating in due diligence sessions
· Managing several projects at once and working effectively as an individual and as part of a team
· Regular interaction with clients (willingness to travel is a must)
· Developing marketing and pitch materials
Requirements
· Live in, or ability to relocate to, Santa Monica, CA
· 1-3 years of directly related investment banking or corporate M&A experience required
· Consumer, Retail or Real Estate experience is a plus, but not required
· Bachelor's degree with outstanding academic achievement preferably in fields of finance, economics, engineering, computer science, or related field
· High level of proficiency with the Microsoft Office Suite including Excel (CapitalIQ plug-in), PowerPoint, and Word
· Excellent verbal and written communication skills
· Strong leadership and team working capabilities
· Superior work ethic and multi-tasking skills
· Professional maturity and experience to interact directly with client and drive execution of transactions
· Aptitude to synthesize large amounts of information and develop innovative ideas
· Ability to work under pressure and adhere to tight deadlines
· Series 79 licensing preferred (or FINRA recognized equivalents)
· US work authorization required
Financial Representative
Investment Banker Job 32 miles from San Gabriel
Salary: $40000 - $120000/year Experience: 1 Year(s) Modern Woodmen of America, California Region is looking to expand our team of Financial Representative's. As a Financial Representative you will help clients achieve their financial goal by creating a tailored written financial plan including but not limited to financial protection, life insurance, security investments, retirement planning, retirement distribution, estate planning, business planning and or employee benefits.
You will meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You will help achieve sales goals and be rewarded with expense-paid trips. You will design your business work schedule, so you can be home for the moments that matter most. In addition, you can host and take part in fraternal community events. Trivia nights, food drives and fundraisers are just a sampling of the fraternal events you can be a part of to raise funds for nonprofits, individuals and families in our community. You can also expect to be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization.
#GPTWcertified Check out what our employees say makes working here so great: **********************************************************
What Modern Woodmen offers
Beyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing full-time benefits package includes:
Company-paid retirement plan
Matching 401(k) Plan
Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents' premiums.
Group Term Life Insurance
Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance
Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you are joining an organization on a mission to provide you with the best technology in our industry.
What we need:
Bachelor's degree or working towards obtaining a BA/BS.
Ability to communicate & network effectively with different audiences.
Community oriented.
Target driven mindset.
Strong diligence and adhere to confidentiality
Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees .
PM24
PIae8c84072581-26***********2
Financial Representative
Investment Banker Job 18 miles from San Gabriel
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
Note: As a financial services company, Western & Southern is subject to various laws and regulations that impose restrictions or prohibitions for employment due to criminal history, including the Violent Crime Control and Enforcement Act of 1994, 18 U.S.C. §§1033-1034 that restricts an employer from employing a conviction for a felony involving dishonesty or breach of trust.
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Representative
Investment Banker Job 25 miles from San Gabriel
Financial Representative (Career-Changers are welcome to apply)
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation &
Benefits
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Are you ready to change your life and the lives of your clients? Apply now!
About Us
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Why join Northwestern Mutual:
Fortune 100 company (2021)
Forbes' Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers1
#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$224 billion3 (retail investment client assets held or managed)
1. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.
2. To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
3. Combined client assets of NMIS and NMWMC as of June 30, 2021
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
Financial Sales Representative
Investment Banker Job 20 miles from San Gabriel
A natural-born sales professional, you're out-performing your current earnings and yearn for more. You owe it to yourself to explore bigger and better.
Our client, a Fortune 100 leader in financial services, trains highly driven self-starters with proven sales successes to help individuals and businesses solve their most critical financial challenges. It's not a job…it's a highly lucrative and fulfilling career opportunity! They provide world class training and support, fantastic benefits and - best of all - unlimited earning potential.
Prior financial services experience is NOT required. Hard work and dedication are. So ask yourself this: if not now, when?
Click the 'Apply' button and start building your new career.
Equal Opportunity Employer
Keywords: financial sales, financial services, outside sales, business development, sales representative, sales rep, entrepreneur, financial advisor, direct sales. teacher, teacher's aide, military, diversity, coach, education, manager, supervisor, financial advisor
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Investment Banker Job 20 miles from San Gabriel
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Seattle,WA $38.46-$38.46; New York,NY $38.46-$38.46; San Francisco,CA $38.46-$38.46; Chicago,IL $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Investment Strategist Intern, application via RippleMatch
Investment Banker Job 20 miles from San Gabriel
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
Basic understanding of investment concepts, financial markets, and asset management strategies.
Familiarity with financial modeling, quantitative analysis, and investment research techniques.
Ability to assist in the analysis of market trends, economic data, and investment opportunities.
Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models.
Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects.
Effective communication and interpersonal skills, for working with investment teams and presenting findings.
Eagerness to learn and stay updated with advancements in investment strategies and market conditions.
Hands-on experience in creating and interpreting financial reports and investment portfolios.
Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
2026 Summer Internship, Early Careers - Investment Banking (California)
Investment Banker Job 20 miles from San Gabriel
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo is seeking talent to join the 2026 Investment Banking Summer Internship in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com.
Investment Banking Overview
The Investment Banking group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution. You may be placed in an Industry Coverage or a Product Group.
Investment Banking Industry Coverage Teams
Provides a full range of investment banking and advisory services to clients in the following industries:
* Healthcare
* Mid-Cap Investment Banking
* Technology, Media & Telecommunications
Investment Banking Product Teams
Provides a full range of execution capabilities and services to clients in the following products:
* Mergers and Acquisitions
WHAT THE PROGRAM OFFERS
The IB Summer Internship is designed to provide undergraduate students an in-depth understanding of the day-to-day responsibilities of a full-time employee. Summer Interns receive a comprehensive professional and educational experience through on-the-job training by joining a business group and working alongside team members who are experts in their fields. In addition, the program offers organized activities that allow Summer Interns to receive analytical training, meet senior executives, and network with other participants across business lines.
IB Summer Interns, depending on the group to which they are assigned, assume significant responsibilities that may include:
* Developing and maintaining models to depict projected financial results and to value companies
* Working closely with senior bankers to prepare presentations and other materials for clients
* Performing comprehensive and in-depth company and industry research
* Participating in strategic planning and assisting in the execution of advisory services
* Conducting financial and credit analysis, preparing credit packages, and monitoring existing deals
* Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
Program duration: 10 weeks
Program Locations: Los Angeles and San Francisco
Pay Range:
* Los Angeles: $53 Hourly
* San Francisco: $53 Hourly
REQUIRED QUALIFICATIONS:
* 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
DESIRED QUALIFICATIONS:
IB Summer Interns must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes:
* Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
* Ability to work effectively, as well as independently, in a team environment
* Ability to work in a fast paced deadline driven environment
* Strong analytical skills with high attention to detail and accuracy
* Excellent verbal, written, and interpersonal communication skills
* Demonstrated interest in finance and the financial markets
* Proven ability to take on significant responsibility
* Energetic self-starter who is flexible, organized, conscientious, and proactive
* An individual who demonstrates a sense of personal accountability and urgency for achieving results
* Dedication to building a career in the financial services industry
* Relevant internship experience
* Bachelor's degree with an expected graduation in December 2026 or May/June 2027
* Strong academic achievement
Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$18.00 - $65.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
22 Aug 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Intern - Rotational Banking
Investment Banker Job 35 miles from San Gabriel
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students.
California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy.
Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans.
The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events.
The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience.
Former interns have gained exposure to areas such as:
* Commercial Banking
* Finance
* Real Estate
Minimum Qualifications:
* Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter).
* Interests in business and banking/finance
* Broad application of general business practices
* Ability to meet deadlines, possess creative thinking and solve problems
* Self-confidence and willingness to make recommendations
* Intermediate knowledge of Windows and the Microsoft Office Suite Products
* Effective customer service and communication skills
* Local California candidates preferred
Please apply no later than February 21st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout February and early March.
California Bank & Trust's Internship and Banker Development Program 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.
This position is eligible to earn a base rate of $20/hr.
Personal Banker
Investment Banker Job 20 miles from San Gabriel
More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years.
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
As a Client Relationship Consultant you will provide exceptional client service while engaging in sales and service activities at branch locations. Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. You'll also present tailored solutions that meet the client's specific financial needs or refer clients to other lines of business as appropriate.
In this role you'll have an opportunity to:
Provides an exceptional client experience while engaging in a broad range of sales and service activities at branch locations.
Processes a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. Balances cash drawer, counting currency and coin accurately.
Consults with clients on bank products and services to attract, expand, and retain client relationships. Applies need-based sales techniques to build client awareness of bank products and services that will enhance the client relationship with the bank. Recognizes and facilitates referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending and Investment Services.)
Communicates proactively with current and prospective clients to educate, ensure understanding, resolve issues, develop and maintain client loyalty and solicit client feedback to improve bank performance. Holds client appointments scheduled by clients and/or branch team as well as walk-in appointments to identify and meet client needs.
Opens new accounts, verifies and processes changes to existing accounts, responds to inquiries, and resolves related account problems to ensure client satisfaction. Responsible for complying with policies, procedures, security requirements, and government regulations.
Assists in branch lending processes, educates clients regarding lending options, completes thorough loan applications and documentation.
Education & Certifications
High school diploma or equivalent
An equivalent combination of education and experience may be considered
Experience
1 or more years of teller/banker or related sales experience with established goals required
NMLS registration or ability to obtain required
Ability to analyze client needs and make appropriate recommendations based on financial data
Bilingual in Korean, Mandarin, or Cantonese preferred
Knowledge, Skills and Abilities
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services.
Ability to analyze client credit data and other related financial information to identify client needs and recommend solutions.
Possess effective selling, cross selling and referral skills.
Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
Strong ability to multi-task; Able to be flexible and react swiftly to client or branch needs and adjusting priorities.
Ability to effectively use computer software including Microsoft Outlook, Word, and related business and communication tools.
Compensation & Benefits
Targeted starting compensation range is based on location and experience: $19.56 - $27.39/hour
Incentive and commission compensation may be awarded for eligible roles
Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
Paid vacation time, sick time, personal days, paid volunteer time and 11 company paid holidays
401k (up to 4% match with immediate vesting)
Tuition reimbursement up to $5,250 annually (minimum service requirement)
Get more information at: Employee Benefits | Banner Bank
Financial Representative
Investment Banker Job 32 miles from San Gabriel
Salary: $40000 - $120000/year Experience: 1 Year(s) Modern Woodmen of America, California Region is looking to expand our team of Financial Representative's. As a Financial Representative you will help clients achieve their financial goal by creating a tailored written financial plan including but not limited to financial protection, life insurance, security investments, retirement planning, retirement distribution, estate planning, business planning and or employee benefits.
You will meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You will help achieve sales goals and be rewarded with expense-paid trips. You will design your business work schedule, so you can be home for the moments that matter most. In addition, you can host and take part in fraternal community events. Trivia nights, food drives and fundraisers are just a sampling of the fraternal events you can be a part of to raise funds for nonprofits, individuals and families in our community. You can also expect to be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization.
#GPTWcertified Check out what our employees say makes working here so great: **********************************************************
What Modern Woodmen offers
Beyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing full-time benefits package includes:
Company-paid retirement plan
Matching 401(k) Plan
Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents' premiums.
Group Term Life Insurance
Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance
Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you are joining an organization on a mission to provide you with the best technology in our industry.
What we need:
Bachelor's degree or working towards obtaining a BA/BS.
Ability to communicate & network effectively with different audiences.
Community oriented.
Target driven mindset.
Strong diligence and adhere to confidentiality
Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees .
PM24
PI13858c4c0031-26***********6
Financial Representative
Investment Banker Job 28 miles from San Gabriel
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Investment Banker Job 35 miles from San Gabriel
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Los Angeles,CA $38.46-$38.46; Seattle,WA $38.46-$38.46; New York,NY $38.46-$38.46; San Francisco,CA $38.46-$38.46; Chicago,IL $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
2026 Summer Internship, Early Careers - Investment Banking (California)
Investment Banker Job 20 miles from San Gabriel
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo is seeking talent to join the 2026 Investment Banking Summer Internship in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* .
**Investment Banking Overview**
The Investment Banking group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution. You may be placed in an Industry Coverage or a Product Group.
**Investment Banking Industry Coverage Teams**
Provides a full range of investment banking and advisory services to clients in the following industries:
+ Healthcare
+ Mid-Cap Investment Banking
+ Technology, Media & Telecommunications
**Investment Banking Product Teams**
Provides a full range of execution capabilities and services to clients in the following products:
+ Mergers and Acquisitions
**WHAT THE PROGRAM OFFERS**
The **IB Summer Internship** is designed to provide undergraduate students an in-depth understanding of the day-to-day responsibilities of a full-time employee. Summer Interns receive a comprehensive professional and educational experience through on-the-job training by joining a business group and working alongside team members who are experts in their fields. In addition, the program offers organized activities that allow Summer Interns to receive analytical training, meet senior executives, and network with other participants across business lines.
IB Summer Interns, depending on the group to which they are assigned, assume significant responsibilities that may include:
+ Developing and maintaining models to depict projected financial results and to value companies
+ Working closely with senior bankers to prepare presentations and other materials for clients
+ Performing comprehensive and in-depth company and industry research
+ Participating in strategic planning and assisting in the execution of advisory services
+ Conducting financial and credit analysis, preparing credit packages, and monitoring existing deals
+ Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
**Program duration:** 10 weeks
**Program Locations** : Los Angeles and San Francisco
**Pay Range:**
+ Los Angeles: $53 Hourly
+ San Francisco: $53 Hourly
**REQUIRED QUALIFICATIONS:**
+ 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**DESIRED QUALIFICATIONS:**
IB Summer Interns must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes:
+ Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
+ Ability to work effectively, as well as independently, in a team environment
+ Ability to work in a fast paced deadline driven environment
+ Strong analytical skills with high attention to detail and accuracy
+ Excellent verbal, written, and interpersonal communication skills
+ Demonstrated interest in finance and the financial markets
+ Proven ability to take on significant responsibility
+ Energetic self-starter who is flexible, organized, conscientious, and proactive
+ An individual who demonstrates a sense of personal accountability and urgency for achieving results
+ Dedication to building a career in the financial services industry
+ Relevant internship experience
+ Bachelor's degree with an expected graduation in December 2026 or May/June 2027
+ Strong academic achievement
Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$18.00 - $65.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
22 Aug 2025
***** **_Job posting may come down early due to volume of applicants._**
**We Value Diversity**
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-427334
Intern - Rotational Banking
Investment Banker Job 35 miles from San Gabriel
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students.
California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy.
Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans.
The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events.
The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience.
Former interns have gained exposure to areas such as:
Commercial Banking
Finance
Real Estate
Minimum Qualifications:
Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter).
Interests in business and banking/finance
Broad application of general business practices
Ability to meet deadlines, possess creative thinking and solve problems
Self-confidence and willingness to make recommendations
Intermediate knowledge of Windows and the Microsoft Office Suite Products
Effective customer service and communication skills
Local California candidates preferred
Please apply no later than February 21
st
to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout February and early March.
California Bank & Trust's Internship and Banker Development Program 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.
This position is eligible to earn a base rate of $20/hr.