Financial Representative Trainee (Sales) - Indianapolis, IN
Indianapolis, IN jobs
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Financial Representative Trainee (Sales) -Bloomington, MN
Bloomington, MN jobs
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Financial Representative Trainee (Sales) - Austin, TX
Austin, TX jobs
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Financial Representative Trainee (Sales) - Milwaukee, WI
Waukesha, WI jobs
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Financial Representative Trainee (Sales) - Chicago. IL
Oakbrook Terrace, IL jobs
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Financial Services Professional
Orange City, FL jobs
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP
Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Services Professional
Augusta, GA jobs
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
Commission structure designed to grow with you
Renewable income and Bonus programs
Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP , and more
Retirement Savings Program
Sr. Investment Management Internship (Summer 2026)
New York, NY jobs
126554 Zurich Alternative Asset Management, LLC ("ZAAM") is currently looking for a Senior Investments Management Intern to join the team in the Summer of 2026, of approximately 30 investment professionals, based out of New York, NY. ZAAM is a wholly owned subsidiary of Zurich Insurance Group. ZAAM was established in 2006 to manage hedge funds, private equity, and real estate investments solely for Zurich affiliates worldwide. ZAAM currently manages approximately USD 6 billion of assets.
ZAAM is seeking at least one intern to begin in summer 2026 for approximately three months. (With the potential to extend the internship during the school year and/or the following summer, subject to business needs.)
The Investment Management Intern will contribute to the ongoing work of the hedge fund, private equity, and real estate, teams.
As an intern, you will work directly with each member of the ZAAM team. The internship will have exposure to all three asset classes in ZAAM (PE, HF, RE) but will be assigned to focus on 1, possibly 2 asset classes with specific project work and support for that group.
You will learn:
+ High-level functional roles related to Asset Management processes and procedure
+ Alternative Asset systems, such as Yardi, Allocator, Burgiss, Dynamo, and Various Data Analysis tools
+ Sharpen skills in Excel
+ Effective communication (written and verbal)
+ Market and industry research
+ Analytical work
Other Development Opportunities:
+ Final presentation to the entire ZAAM group via a summer research project
+ Exposure to Senior business partners throughout the organization
+ Career Growth
Basic Qualifications:
+ Currently enrolled in an advanced degrees program (MBA, MS, or Ph.D.) or will be enrolled by the fall of 2026AND
+ Bachelor's degree from an accredited educational institution
+ Be legally eligible to work in the U.S. indefinitely
Preferred Qualifications:
+ Currently pursuing an advanced degree in any Corporate Finance, Statistics, Mathematics, Computer Science, Engineering, or other relevant STEM areas
+ Taken coursework in finance, accounting, statistics, and/or investments
+ Taken coursework in programming (e.g., Python, R), data visualization (e.g., Tableau, Qlik, Power BI), and analytics tools
Preferred Skills:
+ Possess strong written and verbal communication skills; experience summarizing and presenting information in a way that provides clarity and interest
+ Possess Quantitative/programming background
+ Demonstrate attention to detail and professional maturity
+ Adhere to confidentiality with the handling of sensitive materials
+ Be self-motivated and able to work independently in support of the project and team goals
+ Possess problem-solving skills, including identification of issues, and offering tangible solutions
+ Show familiarity with private equity, hedge fund, and real estate concepts
At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here (****************************************** . Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education.
The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed hourly rate for this position is $64.50.
As an insurance company, Zurich is subject to 18 U.S. Code § 1033.
A future with Zurich. What can go right when you apply at Zurich?
Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here (********************************* to learn more.
Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.
Location(s):
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-
EOE Disability / Veterans
Finance Summer Internship
Columbus, OH jobs
About PHOENIX
The PHOENIX Internship Program is a 10-week, paid program that offers rising Junior and Senior undergraduates and graduate students the opportunity to work with and learn from experienced professionals while gaining exposure to a multi-brand retail company. The internship program provides hands-on experience in an area of interest and cross-functional collaboration while developing valuable professional skills.
PHOENIX Retail, LLC is a Direct-to-Consumer platform operating EXPRESS and BONOBOS in the United States. Grounded in a belief that style, quality and value should all be found in one place, ExpressBonobos is a menswear brand known for being pioneers of exceptional fit and a personalized, innovative retail model. Customers can experience our brands in over 400 Express retail and Express Factory Outlet stores, 50 Bonobos Guideshops, and online at *************** and ****************
Spend your summer in style.
The Summer 2026 Internship Program takes place from June 1st to August 7th. This internship is located at our Headquarters in Columbus, Ohio.
What can you expect from the PHOENIX Internship Program?
Workshops to develop professional skills
Networking sessions with leaders
Cross-functional intern collaboration on group project
Group outings, social events and volunteer opportunities
Location Name Columbus Corporate Headquarters Responsibilities
What will you be working on this Summer?
Work alongside Finance professionals and cross-functional partners
Update and maintain weekly/monthly finance leadership and executive-level reporting
Analyze business trends (sales, margin, and/or expenses) to assist Finance decision-making
Present end-of-summer internship recap to senior finance leadership
Here's what our 2025 Finance intern, Nidhi, had to say about her summer,
“I worked on financial forecasting, reporting, and project-based tasks. It was valuable to learn technical skills and see how decisions are made day to day.”
Curious what life as a PHOENIX intern looks like? Get a glimpse into a day in the life of previous intern Ellie.
Requirements
Available to:
Work full-time (40 hours per week)
Adhere to our four-days-in-office approach
Commit to the entire 10 weeks of the program
Availability to work full time (40 hours per week) and adhere to our four-days-in-office approach
Preferred GPA at or above 3.2
Want to learn more? View our program guide and search #PHOENIXInterns on LinkedIn to see what last summer's internship experience looked like.
Closing
An equal opportunity employer, PHOENIX does not discriminate in recruiting, hiring or any other terms and conditions of employment hiring on the basis of any federal, state, or locally protected characteristic. PHOENIX only hires individuals authorized for employment in the United States. PHOENIX is committed to providing reasonable accommodation to individuals with disabilities. If you need an accommodation to search and apply for a job position due to a disability, please call ************** and say 'Associate Relations' or send an e-mail to ****************************** and let us know the nature of your request and your contact information.
Notification to Agencies: Please note that PHOENIX does not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, PHOENIX will not consider or approve payment to any third-parties for hires made.
Auto-ApplyFinancial Advisor
Cherry Hill, NJ jobs
Who We Are:
BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (RIA), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take youor your businessto new heights.
At BCG Securities, the game plan is simple: were here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients needs for flexibility and long-term growth.
Who Were Looking For:
We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location.
Some of the essential duties and responsibilities:
Develop and prepare comprehensive financial plans for new and existing clients
Make investment recommendations and subsequent follow-ups for client portfolios with investment team
Provide ongoing support for existing clients through annual reviews
Present life insurance and annuity analysis
Create a planning process to help individuals meet their financial goals.
Work with businesses, business owners and individuals
What We Offer:
Highly competitive transition income for established advisors
Company matched 401(k)
Internal support staff
Hands on training and development program
Health Benefits
Medical
Dental
Vision
Prescription
Life Insurance
Long Term Disability
Position Requirements:
Bachelors Degree
At least 3 years related experience in the Financial Advisor role
Series 7 & 66 securities licenses (or 65/63)
Life/Health preferred
Exceptional client relationship management skills
Excellent writing and verbal communication skills
Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills
All resumes are kept strictly confidential.
#LI-JC1
#vizi#
#APP
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, weve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, were publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
Were motivated by the fact that educators take care of our childrens future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
2026 Guardian Summer Intern, Corporate Finance & Risk - Group Benefits Financial Planning & Analysis
New York jobs
Our 2026 Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian.
Internship Dates:
The internship program will run from Thursday, May 28, 2026 - Friday, August 7, 2026.
We review applications on a rolling basis, and we encourage you to apply as soon as you are ready. The application window will close on Friday, November 14, 2025, at 11:59PM ET or when role(s) have been filled, whichever comes first.
You are:
A rising senior (graduation date of May 2027) who is fueled by collaboration, able to listen and make quick decisions and thrive in a goal-oriented environment.
Location (housing is not provided):
New York, NY
You have:
Proficiency with finance and accounting principles
Analytical and creative problem-solving skills
Strong proficiency with Microsoft Excel and PowerPoint
Demonstrated ability to deliver timely results
You will:
Assist in preparations for various reports, work papers, provisions and reconciliations
Assist in tracking and reporting expenses, expense analysis, financial statement analysis, journal entries, importing bank feeds, processing bank reconciliations and various accounting functions
Support analytical projects related to liquidity, capital and hedging risk management
Assist in process improvement and ad hoc projects as needed
Have the opportunity to work and learn from supportive leaders, mentors and team members across the organization who will help coach you as you develop your professional career
Learn about Guardian's purpose, values, how we work, and our suite of product and service offerings
Build a network of colleagues and have a sense of community with other interns and other parts of the business
Think broadly and ask questions about data, facts and other information
Be a self-starter - someone who enjoys “rolling up their sleeves and getting things done”, has high energy, strong work ethic, displays the ability to work independently, and is creative
We offer:
Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way
Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent
Employee Resource Groups that advocate for inclusion and diversity in all that we do
Social responsibility in all aspects of our work- we volunteer within our local communities, create educational alliances with colleges, and drive a variety of initiatives in sustainability
Eligibility:
Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization. F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders will not be considered. H1-B and green card sponsorship are not available for this position.
You must be available for the full program dates of the internship program.
If you have any questions regarding the application process, please feel free to email Guardian_***************.
Salary Range:
$20-$35 per hour
Salary Range:
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
Auto-ApplySummer Intern, Finance Innovation & Technology (FIT)- New York, 2026
New York, NY jobs
Company:MMC CorporateDescription:
2026 Summer Finance Innovation & Technology (FIT) Program
Are you interested in developing innovative solutions to complex finance issues?
Would you like to implement tools and technology to improve efficiency and accuracy in finance?
Are you a proactive problem-solver interested in partnering with cross-functional teams to deliver results and insights to key stakeholders?
Marsh McLennan Companies is a global professional services firm offering clients advice and solution in the areas of risk, strategy and people. With over 90,000 colleagues worldwide and annual revenue of more than $24 billion, we provide analysis and advice to clients in more than 130 countries. The Finance Innovation & Technology (FIT) Program offers a challenging opportunity to juniors in undergraduate programs to develop technology solutions for finance.
Employees will gain hands-on experience working within one of our Finance groups. In addition, Finance Innovation & Technology employees can utilize our online learning platform, Finance Academy to enhance their technical skills.
WHAT A TYPICAL DAY LOOKS LIKE:
Engage in learning, networking, and events
Data analytics
Automating accounting policies
Agile auditing methodology
Optimizing manual processes for budgeting and forecasting
Blockchain for cash management and payment
Predictive Modeling on Workforce Data
Implementation of NLG, NLP, NLU and NLQ Solutions for structured and unstructured data (insurance binders, policy details, contracts, etc.)
WHAT WE VALUE:
Intellectually curious individuals with interest in technology and finance functions
Self-starters who can produce high quality work
Strong communicators able to collaborate in team environments and across different groups
Interest in networking and developing interpersonal relationships
Basic project management skills and ability to meet deadlines
Agile thinkers ready to make an impact and solve complex problems
ABOUT YOU:
All undergraduate students considered; however, preferred candidates have an expected graduation date on or before Spring 2027
Overall cumulative GPA of 3.0 or above at the time of application and start date
Majors in technology or finance preferred
Basic knowledge of programming languages (such as SQL, Python or similar) for data analysis and project development, as well as familiarity with operating systems (such as Windows and Linux)
Ideally you will have some internship or work experience
You must have legal authorization to work in the U.S. on a permanent basis without the need for sponsorship now or in the future
MARSH MCLENNAN
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marshmclennan.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman . With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marshmclennan.com , or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplyOliver Wyman - 2026 Summer Analyst - Veritas, A Business of Oliver Wyman
Houston, TX jobs
Company:Oliver WymanDescription:
Oliver Wyman - Veritas, Summer 2026 Intern
What We Do:
As a business of Oliver Wyman, Veritas leverages our extensive applied experience to solve our client's most challenging problems in commodity trading. Our goal is to help clients build and maintain a competitive edge by using advanced analytics and artificial intelligence to drive insights.
We also help clients enter new markets and streamline their operations through the adoption of best practices, as well as the implementation and enhancement of commodity trading risk management systems.
Our delivery approach and program management are tailored to help clients enable trading outcomes. We prioritize optimization, timeliness, and budget adherence to drive positive change and deliver substantial business value.
Internship Overview:
Join Veritas' consulting team as a summer intern to challenge yourself, learn from energy industry leaders, and launch your career.
Interns will work on client projects and contribute to solutions for Veritas clients.
You will be surrounded by thought leaders in commodity trading and experts in management consulting who prioritize teamwork and creation of positive culture.
Responsibilities:
Work on a team of 2-5 consultants for commodity trading or energy industry clients.
Analyze issues, formulate and make recommendations, and help clients implement solutions. Deliverables may vary based on experience and degree pursued.
Participate in office-wide meetings and project group meetings.
Gain consulting skills and technical knowledge.
Engage in initiatives that promote positive culture and facilitate knowledge sharing
Qualifications:
Class of 2027 -
Completion of the 3rd year of your undergraduate program
Pursuit of a degree in Business, Engineering, MIS/CS, Finance, or Economics is preferred.
Strong academic track record: GPA of 3.5 or higher for non-engineering degrees and 3.3 or higher in engineering is preferred.
Proficiency in MS Office, including Excel and PowerPoint is required.
Compensation:
$1450 weekly
The internship is expected to last 8 weeks, starting on a mutually agreed date.
Future Opportunities:
Successful candidates will be considered for full-time positions with Veritas following graduation.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplyFinance Intern, 2026
Philadelphia, PA jobs
We are a unique global organization with a culture of individuals passionately committed to our respective crafts. With underwriting at our core, each of us contributes to providing the best insurance coverage and service to our clients. Working together, we are one Chubb. Our highly collaborative, inclusive nature helps us drive better business outcomes through diversity of background, experiences, insights, and values. We approach problems with a can-do attitude and are committed to developing deep relationships - all while moving quickly to meet client needs.
Internships with Chubb
Our summer internship program offers the chance to have practical, real-world experience at one of the world's leading P&C insurance companies. As a part of the program, you will have exposure to the Insurance Value Chain with a focus on the complimentary relationship between Finance and the business as well interactions that depict ideation, consensus building, collaboration, and influence management. Additionally, you will have an opportunity to participate in a group project with other Finance interns that affords exposure to senior executives. For those who excel in the program, we welcome the opportunity to discuss full-time employment opportunities at Chubb after graduation.
As part of our internship program, you will receive:
Targeted exposure designed to help you refine your professional skills and acumen critical to the success of Chubb professionals
Technical training to deepen your competence within your chosen discipline, and an understanding of our broader industry
Access to additional training to compliment your professional development
QUALIFICATIONS
Students
ABOUT US
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
Finance Intern, 2026
Philadelphia, PA jobs
We are a unique global organization with a culture of individuals passionately committed to our respective crafts. With underwriting at our core, each of us contributes to providing the best insurance coverage and service to our clients. Working together, we are one Chubb. Our highly collaborative, inclusive nature helps us drive better business outcomes through diversity of background, experiences, insights, and values. We approach problems with a can-do attitude and are committed to developing deep relationships - all while moving quickly to meet client needs.
Internships with Chubb
Our summer internship program offers the chance to have practical, real-world experience at one of the world's leading P&C insurance companies. As a part of the program, you will have exposure to the Insurance Value Chain with a focus on the complimentary relationship between Finance and the business as well interactions that depict ideation, consensus building, collaboration, and influence management. Additionally, you will have an opportunity to participate in a group project with other Finance interns that affords exposure to senior executives. For those who excel in the program, we welcome the opportunity to discuss full-time employment opportunities at Chubb after graduation.
As part of our internship program, you will receive:
Targeted exposure designed to help you refine your professional skills and acumen critical to the success of Chubb professionals
Technical training to deepen your competence within your chosen discipline, and an understanding of our broader industry
Access to additional training to compliment your professional development
Qualifications
Students pursuing a Bachelor's degree in business with a major in Finance or Accounting will be considered
Strong GPA; 3.0 or higher required
Oral and written communication skills
Leadership experience through work or involvement in community service, athletics, clubs, or other activities preferred
Technically adept/digitally savvy
Auto-ApplyInvestment Intern
Overland Park, KS jobs
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.
We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Our Newest Opportunity:
Title: Investment Intern
Reports to: Director, Investment Platform
OneDigital is seeking high-performing college juniors or seniors to join the Investment Team in Summer 2026. We're looking for intellectually curious, analytically driven individuals with a foundational understanding of capital markets who are eager to contribute meaningfully from day one. If you're a self-starter with strong technical, interpersonal, and communication skills and thrive in a dynamic, collaborative investment environment this opportunity is for you.
You should demonstrate strong quantitative reasoning, disciplined attention to detail, and a genuine passion for markets and investment research. Ideal candidates will bring prior exposure to financial analysis, portfolio construction, or investment data analytics, and will be comfortable working in a fast-paced, evolving environment.
JOB PURPOSE SUMMARY
This 10-week paid internship provides hands-on exposure to one of the nation's fastest-growing strategic advisory firms. You'll work across multiple functions within the OneDigital Retirement & Wealth division, gaining practical experience in investment research, portfolio management, and operational execution. The program is designed as a potential pathway to full-time employment upon graduation. This position is in-person at our Overland Park, KS office.
What to Expect:
· Gain exposure to multiple disciplines across wealth management, asset allocation, and investment operations
· Collaborate with portfolio managers, analysts, and operations professionals on real-world projects
· Participate in structured mentorship and professional development opportunities
· Deepen your understanding of markets, asset classes, and investment vehicles across global portfolios
Essential Duties and Responsibilities (including but are not limited to):
· Support trade and portfolio management processes, including pre- and post-trade analysis across individual accounts and model portfolios
· Contribute to investment due diligence efforts by evaluating fund managers, asset classes, and strategy performance using both quantitative and qualitative techniques
· Assist with portfolio risk analysis, identifying performance drivers and monitoring factor exposures over time
· Conduct company and industry research in support of internal investment initiatives
· Collaborate on data automation projects to improve data quality, consistency, and scalability across the firm's investment platform
· Prepare market commentary and advisor-facing materials to explain investment insights and macro development
· Gain familiarity with the OneDigital Investment Platform and its application to client portfolio implementation
Qualifications, Skills, and Requirements:
· Strong foundation in finance, economics, accounting, or applied mathematics
· Demonstrated analytical, quantitative, and problem-solving abilities
· Proficiency with Excel; exposure to programming languages such as Python, R, or SQL preferred
· Understanding of portfolio theory, capital markets, or performance attribution a plus
· Excellent written and verbal communication skills, with the ability to synthesize complex ideas for varied audiences
· Self-motivated and capable of managing multiple projects in a fast-paced environment
· High attention to detail and intellectual curiosity
Education, Training and Experience:
· Rising senior pursuing a bachelor's degree in Finance, Economics, Business, Data Analytics, or a related discipline
· Prior coursework or internship experience in investments, financial modeling, or market research strongly preferred
· Familiarity with Morningstar Direct, FactSet, or similar investment data platforms is advantageous
The typical base pay range for this role nationwide is $19 per hour.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: **************************
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
Auto-ApplyFinance Intern - Commercial Mortgage
Lincoln, NE jobs
Ameritas Investment Partners (AIP) is hiring a Finance Intern - Commercial Mortgage to drive the business by working with the Commercial Mortgage Loan team.
AIP is a registered investment advisor managing more than $23 billion in assets under management for insurance companies, public and private pension funds, endowments, foundations, mutual funds, and high net worth individuals.
At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.
This internship will begin May 2026. This position is a hybrid role in Cincinnati, OH working partially in-office and partially from home.
What you do
Assist with the annual operating statement and inspection review process for commercial mortgage loans by performing analysis of operating statements, rent rolls, and inspection reports.
Add appropriate data to the portfolio management system.
Follow up with management regarding issues documented by inspections or operating statements.
As needed, provide written rationale and recommendations for loans to be added to or removed from portfolio monitoring reports.
What you bring
Must be enrolled in a college level degree program -- associate or bachelor level
Finance, Accounting, Economics, Real Estate or Business Administration majors preferred
Able to commit to a full-time, 3-month summer internship working 30-40 hours per week.
Excellent verbal and written communication skills
Skilled in Microsoft Word and Excel
Strong analytical and problem-solving skills
Highly organized and detail-oriented
Ability to work well in a team environment
Self-motivated
What we offer
Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
This internship is benefits ineligible.
An Equal Opportunity Employer:
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Legal Intern - Financial Planning
Lincoln, NE jobs
Ameritas Agency and Advisor Distribution is seeking a Legal Intern - Financial Planning with the aptitude and desire to apply legal, accounting, and marketing skills to help position Ameritas as a premier wealth management company. In this role, the intern will gain experience developing educational materials designed to help financial advisors better inform their clients. The ideal candidate is a highly motivated and energetic individual eager to apply their intellectual strengths in a non-traditional setting.
Position Location:
This is a hybrid role (Lincoln, NE) working partially in-office and partially from home.
Position Start Date:
This internship would start as soon as possible.
What you do:
Assist in the preparation of high-level case designs for business, estate, and retirement planning cases
Support the creation financial planning solutions using advanced strategies, including trusts and charitable strategies
Create marketing copy for concepts based upon new tax and legal developments
Submit and monitor content through Ad Review
Create quarterly production reports
Update existing plans and cases
Provide general support to the Advanced Planning team.
What you bring:
Must be a second or third-year law student.
Candidates must be enrolled in a law program, at least half-time as defined by their institution for the entire duration of the internship.
Ability to commit to a 12-month internship working full-time in the summer and part-time during the school year.
Full-time hours: 30-40 hours per week
Part-time hours: 15-20 hours per week
Strong written and verbal communication skills
An interest in tax, trusts, estate planning and/or financial planning
Possess the ability to work autonomously and, when presented with an unknown, motivated to do one's own research to find the answer or solution
Inquisitive in nature, eager to learn and willing to take initiative
Capable of writing accurately about the business
Possess strong relationship building skills
What we offer:
Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Investment Analytics Intern
Montpelier, VT jobs
Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.
Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.
We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.
About Us
NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple - to allow NLG to keep its promises. How we do this - an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.
Please note that we do not offer visa sponsorship for this position.
Role Summary
The Investment Analytics Intern will aid development of analytical systems and reporting to support the investment decision making process. in investments or a finance background.
Essential Duties & Responsibilities
* Create and improve analytical tools that support our investment process through improved understanding and visualizing complex data sets
* Integrate insights into practical workflows utilizing Excel, Tableau / Microsoft BI, and email-based reporting
* Learn investment strategy workflows and apply technical skills to improve and automate processes
* Improve team efficiency through leveraging technology to solve our most challenging problems.
* Improve ad-hoc analytics and assist in developing repeatable processes for research analysts and traders
Minimum Qualifications
* Candidate for undergraduate or advanced degree in Finance, Economics, Financial Engineering, Data Science, Computer Science or a related field of study
* Experience with either a workplace or academic setting in quantitative financial analysis and/or development roles
* Experience using Excel, Microsoft BI, Tableau, and other data visualization tools, and the ability to demonstrate capabilities as part of the interview process
* Skilled in SQL and Python; knowledge of additional programming languages considered helpful
* Experience with code development best practices
* Intense intellectual curiosity with the desire to seek new challenges while continuously learning
* Solid interpersonal skills and ability to connect to form meaningful working partnerships
* Inclusive team player with a collaborative and cooperative approach
* Strong work ethic and proactive professional disposition
* Experience driving projects to completion
Preferred Qualifications
* Results-driven mindset
* Thrives in a collaborative environment where the best ideas that drive the best results are rewarded
* Has the integrity to communicate all relevant facts and information in evaluating decisions and the humility to admit what you do not know
* Love of learning - comfortable in an organization that seeks to continually learn from its mistakes and successes to drive better investment decisions
* Comfortable with ambiguity and the mentality required to address and ultimately own those ambiguous situations - finding answers and solutions
* Proficient in giving and receiving constructive feedback in both real time and structured environments
* Demonstrates transparent, direct, and open communication across the organization
* Promotes collaboration and has a "firm first" attitude - does what is right for National Life Group
* Commitment to our mission and values
Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.
Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
Hourly Pay Range
$19-$28 USD
National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
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National Life Group
1 National Life Dr
Montpelier, VT 05604
Finance Intern - Commercial Mortgage
Cincinnati, OH jobs
Ameritas Investment Partners (AIP) is hiring a Finance Intern - Commercial Mortgage to drive the business by working with the Commercial Mortgage Loan team. AIP is a registered investment advisor managing more than $23 billion in assets under management for insurance companies, public and private pension funds, endowments, foundations, mutual funds, and high net worth individuals.
At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.
This internship will begin May 2026. This position is a hybrid role in Cincinnati, OH working partially in-office and partially from home.
What you do
* Assist with the annual operating statement and inspection review process for commercial mortgage loans by performing analysis of operating statements, rent rolls, and inspection reports.
* Add appropriate data to the portfolio management system.
* Follow up with management regarding issues documented by inspections or operating statements.
* As needed, provide written rationale and recommendations for loans to be added to or removed from portfolio monitoring reports.
What you bring
* Must be enrolled in a college level degree program -- associate or bachelor level
* Finance, Accounting, Economics, Real Estate or Business Administration majors preferred
* Able to commit to a full-time, 3-month summer internship working 30-40 hours per week.
* Excellent verbal and written communication skills
* Skilled in Microsoft Word and Excel
* Strong analytical and problem-solving skills
* Highly organized and detail-oriented
* Ability to work well in a team environment
* Self-motivated
What we offer
* Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
* Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
* We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
This internship is benefits ineligible.
An Equal Opportunity Employer:
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.