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Finance Advisor jobs at Prudential Bank - 5930 jobs

  • PGIM Analyst, Investment Operations (Hybrid-Tampa/Fl, Newark/NJ)

    Prudential 4.7company rating

    Finance advisor job at Prudential Bank

    Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do We are looking for an Investment Operations Analyst to join our Money Markets Accounting team which is a part of the Public Investment Operations group within PGIM Global Services. PGIM Global Services provides the operations and technology support that contributes to PGIM being a world-class investment manager. We supply transaction-level support, generate and report investment results and ensure that they are accurately reflected on our Financial Statements. As an Investment Operations Analyst in Money Markets Accounting, you will perform a variety of investment support functions, including accounting, reporting, and analysis. You will gain experience in short term investments held in various MMIP (Money Market Investment Pool) and other Short Term Stand-alone portfolios. We support all internal business partners (Fixed Income, CIO, Treasurers, PMA, etc.). You will be provided an opportunity for cultivation of your leadership skills, and you will be able to gain broad business knowledge by way of consistent exposure to a wide network of business partners. You will support the monthly and quarterly close process as well as Enterprise initiatives. In Money Markets Accounting you will receive on-the-job training as well as professional training courses. You will be working in a challenging environment on complex financial transactions that will allow you to continually grow and develop skills. This position is based in one of our offices in Tampa, FL or Newark, NJ and will follow a hybrid schedule (3 days in office). Our organization follows a hybrid work structure where employees can work remotely and/ from the office, as needed, based on demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration. What you can expect Depending on your experience and interest, your role could include responsibilities in the following areas: * Complete daily reconciliation of balances between the trade and accounting system. * Complete monthly reconciliation of balances between the accounting system and Oracle general ledger. * Complete monthly reconciliation of accounting system to custodian banks. * Ensure financial statement balances are in accordance with GAAP & STAT principles. * Participate in internal and external audits of our SOX Key Controls. * Assist with systems initiatives and work through issues with the technology support team. * Collaborate with business partners across various departments within the company. Additional responsibilities may include: * Supporting and monitoring the investments we support. * ORACLE accounting entries and ledger reconciliations. * Bank reconciliations. * External and Internal audit review and support. * Participate in various analysis and special projects. What you will bring * Bachelor's degree in Accounting, Finance or related field. * Strong organizational and time management skills. * Strong analytical, critical thinking skills and solutions oriented. * Ability to understand and analyze basic accounting principles and financial statements. * Ability to organize and prioritize tasks in a deadline and fast paced environment. * Excellent interpersonal and leadership qualities. What will set you apart? * Advanced proficiency with Microsoft Excel and Word. * Strong attention to detail with the ability to summarize and communicate complex issues effectively, both orally and in writing. * Prior background / internship experience in investment management or financial services industry is strongly preferred. * We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $60,000 to $70,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Global Services (PGS) PGIM Operations and Innovation drives digital transformation, modern data analytics, and operational excellence across PGIM in partnership with our business and corporate functions. We are aligned into seven verticals to drive innovative solutions and deliver operational services that contribute to PGIM being a world-class investment manager. Our workstreams operate in a collaborative, agile manner and foster a strong community focused on most relevant emerging technologies and best-in-class solutions. What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $60k-70k yearly Auto-Apply 23d ago
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  • Financial Consultant- Little Rock, AR

    Fidelity Investments 4.6company rating

    Little Rock, AR jobs

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $37k-62k yearly est. 2d ago
  • Wealth Advisor

    Midland States Bank 4.0company rating

    Joliet, IL jobs

    Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank's image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and bank employees. Effective communicator. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 99300-132400 Yearly Salary PIf4f6cdab7063-37***********6
    $103.7k-138.2k yearly 4d ago
  • Wealth Advisor

    Midland States Bank 4.0company rating

    Rockford, IL jobs

    Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank's image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and bank employees. Effective communicator. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 99300-132400 Yearly Salary PIc886d6faa7fc-37***********4
    $103.7k-138.2k yearly 4d ago
  • Wealth Advisor

    Midland States Bank 4.0company rating

    Champaign, IL jobs

    Wealth Advisor Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution. Primary Accountabilities Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank's image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and bank employees. Effective communicator. High degree of accuracy with attention to detail required. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 103700-138200 Yearly Salary PIbc9fc4e62d55-37***********5
    $103.7k-138.2k yearly 3d ago
  • Investment Consultant - Red Bank, NJ

    Charles Schwab 4.8company rating

    Red Bank, NJ jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $82k-146k yearly est. 1d ago
  • Investment Consultant - Princeton, NJ

    Charles Schwab 4.8company rating

    Princeton, NJ jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $82k-145k yearly est. 1d ago
  • Investment Consultant - Ormond Beach, FL

    Charles Schwab 4.8company rating

    Ormond Beach, FL jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $69k-126k yearly est. 1d ago
  • Investment Consultant- Virginia Beach, VA

    Charles Schwab 4.8company rating

    Virginia Beach, VA jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $88k-160k yearly est. 3d ago
  • Investment Consultant- Charlottesville, VA

    Charles Schwab 4.8company rating

    Charlottesville, VA jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $87k-159k yearly est. 1d ago
  • Investment Consultant - Miami, FL

    Charles Schwab 4.8company rating

    Miami, FL jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $68k-126k yearly est. 1d ago
  • Investment Consultant - Atlanta, GA (Buckhead)

    Charles Schwab 4.8company rating

    Atlanta, GA jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $75k-137k yearly est. 1d ago
  • Investment Consultant - Sugar Land, TX

    Charles Schwab 4.8company rating

    Sugar Land, TX jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $78k-142k yearly est. 1d ago
  • Investment Consultant- Gaithersburg, MD

    Charles Schwab 4.8company rating

    Gaithersburg, MD jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $64k-116k yearly est. 1d ago
  • Investment Consultant - Plantation, FL

    Charles Schwab 4.8company rating

    Plantation, FL jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $69k-127k yearly est. 3d ago
  • Financial Consultant Partner - Century City, CA

    Charles Schwab 4.8company rating

    Pasadena, TX jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $43k-62k yearly est. 17h ago
  • 2027 Investment Banking Summer Analyst Program - Boston, Industrials Group

    Jefferies 4.8company rating

    Massachusetts jobs

    ABOUT US Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. What you can expect Jefferies Investment Banking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Summer Analysts are exposed to Jefferies' full range of top-tier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career. Following an enriching orientation and training program, Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help maximize your experience with us, Summer Analysts receive formal performance reviews. In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and make valuable contributions to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity. Summer Analyst responsibilities may include, but are not limited to: Performing financial valuation, discounted cash flow and multiples-based analyses Building and using financial models Preparing pitchbooks and live deal materials, such as offering memorandums and prospectuses Conducting industry and product research Analyzing detailed corporate and financial information Participating in the execution of financings and M&A transactions What we look for in a candidate We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of subject areas. *You must be graduating from December 2027 to June 2028* WORK WITH US - Boston Office Jefferies' Automotive Aftermarket group is comprised of approximately 20 professionals who cover more than 600 companies in the automotive aftermarket globally. Jefferies offers its clients a full range of equity, debt, and M&A advisory services. The automotive aftermarket is comprised of manufacturers, distributors, and retailers of services and products for vehicles currently in operation. Jefferies has announced 135 Automotive Aftermarket deals since 2015. Recent transactions include serving as the sole financial advisor to Mavis Tire Express on its sale to a Baypine-led consortium, YourMechanic on its sale to Wrench Inc., Horizon Global (NYSE: HZN) on its merger with a leading private automotive supplier, and Holley Inc. (NYSE: HLLY) in its business combination and public listing with Empower LTD. Join the industry's premier Automotive Aftermarket investment banking team with the opportunity to get exposure to all parts of the deal process from pitching to deal execution Work in a rapidly growing sector of private equity interest across all Aftermarket subverticals, including consumer enthusiast, mobility technology, business services, multi-unit retail, and non-discretionary automotive Learn from experienced bankers who have executed the most transformative deals for the largest names in the automotive industry Develop technical skills from client work and mentorship over a 10-week internship program At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law. The salary for this role is $110,000 (pro-rated for the 10-week internship program).
    $68k-94k yearly est. 16d ago
  • 2027 Investment Banking Summer Analyst Program - Chicago, Mergers & Acquisitions Group

    Jefferies 4.8company rating

    Illinois jobs

    ABOUT US Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. What you can expect Jefferies Investment Banking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Summer Analysts are exposed to Jefferies' full range of top-tier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career. Following an enriching orientation and training program, Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help maximize your experience with us, Summer Analysts receive formal performance reviews. In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and make valuable contributions to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity. Summer Analyst responsibilities may include, but are not limited to: Performing financial valuation, discounted cash flow and multiples-based analyses Building and using financial models Preparing pitchbooks and live deal materials, such as offering memorandums and prospectuses Conducting industry and product research Analyzing detailed corporate and financial information Participating in the execution of financings and M&A transactions What we look for in a candidate We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of subject areas. *You must be graduating from December 2027 to June 2028* Jefferies' Chicago M&A Group offers comprehensive advisory services to clients in the Biotechnology and Pharmaceuticals sectors globally. As a member of the Chicago M&A team, you will engage with some of the most innovative and dynamic public and private companies within Healthcare, gaining exposure to buyside, sellside, activism/shareholder defense, and strategic alternatives situations. Our team is committed to fostering the growth and development of our junior members, and maintaining a fast-paced, collaborative environment with the opportunity to learn directly from senior bankers. The Head of Americas M&A leads the team and is based in Chicago. We work closely with our colleagues in the Jefferies Healthcare Group across our United States and international offices. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law. The salary for this role is $110,000 (pro-rated for the 10-week internship program).
    $64k-84k yearly est. 16d ago
  • 2027 Investment Banking Summer Analyst Program - Chicago, Industrials Group

    Jefferies 4.8company rating

    Illinois jobs

    ABOUT US Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. What you can expect Jefferies Investment Banking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Summer Analysts are exposed to Jefferies' full range of top-tier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career. Following an enriching orientation and training program, Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help maximize your experience with us, Summer Analysts receive formal performance reviews. In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and add value to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity. Summer Analyst responsibilities may include, but are not limited to: Performing financial valuation, discounted cash flow and multiples-based analyses Building and using financial models Preparing pitchbooks and live deal materials, such as offering memorandums and prospectuses Conducting industry and product research Analyzing detailed corporate and financial information Participating in the execution of financings and M&A transactions What we look for in a candidate We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of disciplines. *You must graduate December 2027-June 2028* WORK WITH US - Investment Banking opportunities exist across the U.S. Chicago, IL Jefferies' Chicago office covers industrial services, multi-industrials and capital goods clients. The group focuses on M&A and also offers a full suite of public & private equity and debt products. The deal team has executed over $100bn of M&A transactions over the past 15 years. The group currently consists of ~10 bankers ranging from analyst to Managing Director and is growing rapidly. The team does in-house execution and has a focus on career development starting at the analyst level - all bankers are direct analyst promotes. Summer interns will have every opportunity to be part of the team and operate as a full-time analyst. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law. The salary for this role is $110,000 (pro-rated for the 10-week internship program).
    $64k-84k yearly est. 16d ago
  • PGIM Fixed Income - Corporate Actions Analyst, FI Operations

    Prudential 4.7company rating

    Finance advisor job at Prudential Bank

    Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do The Global Trade Services group is seeking a Senior Corporate Actions Analyst to join their growing team. The Corporate Actions Analyst is responsible for supporting Fixed Income Corporate Actions activity. Primary responsibilities include coordination with custodian banks to ensure receipt of corporate action events, soliciting corporate action elections from portfolio managers, preparing broadcast notifications of election decisions, tracking and monitoring pending corporate actions, and processing events in the applicable trading system, coordinating with securities lending counterparties related to corporate actions on loan, dividend monitoring and collection. What you can expect * Review and develop departmental policies, guidelines and procedures as they relate to corporate actions. * Enhance efficiencies, mitigate risks and increase controls. * Effectively partner with portfolio managers, counterparties, vendors, legal department, credit research, pricing, compliance, transfer agents, issuers and custodian banks. * Function as the "technical" expert in their assigned area. * Occasionally serve as member of a project team. * Day-to-day resolution of complex problems, and the execution of complex transactions. * Communicate with custodians to resolve issues and improve service levels. * Have extensive knowledge of the product/asset class involved in corporate actions, and securities lending. * Anticipate issues that may adversely affect Operations and propose possible solutions. * Cultivate internal and external relationships to ensure proper service levels are achieved. * Keep abreast of industry initiatives and market trends that can impact the business model and/or offer opportunities to improve processes. What you will bring * Bachelor's degree in Economics, Finance or Business preferred, but not required. * 2-5 years of Corporate Actions experience is preferred, but not required. * 2-5 years of Investment Operations experience is required. * Strong knowledge of fixed income products, investment strategies and standard market practices. * PC skills with strong knowledge of Excel and Bloomberg. * Extremely detail oriented, ability to organize, prioritize tasks and work in a deadline focused environment. * Enjoys a fast-paced, high-intensity environment. * Strong written and verbal communication skills. This role will follow a hybrid model schedule (few days from Newark office and few days remote) Dependent upon the business, flexible work schedules are necessary to provide operational coverage to our business partners from 7:00 a.m. to 8:00 p.m. PGIM follows the NYSE holiday schedule. This position also requires over-time during peak periods * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The annual base salary range for this role is from $90,000 to $105,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. About PGIM Fixed Income PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With 1000+ employees and $862Bn assets under management as of March 2025, the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Paris, Sydney, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. #LI-MM1 What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $90k-105k yearly Auto-Apply 60d+ ago

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