Wealth management advisor entry level jobs - 27 jobs
Wealth Advisor II
First Financial Bancorp 4.2
Olde West Chester, OH
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.
The WealthAdvisor will serve as the primary point of contact with the Wealth client. The WealthAdvisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.
Essential Functions/Responsibilities:
· Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
· Generates sales leads through cross-function collaboration, centers of influence and personal contacts
· Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
· Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts
· Coordinates unique portfolio requirements or client situations with FFB Investment Committee
· Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
· Utilization of financial planning to drive client retention and acquisition
· Serves on the FFB Investment Committee as client advocate and strategy consultant
· Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job:
· Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs
· Relationship management experience with clients is required
· Knowledge of investment solutions, risk management, asset allocation and program design
· Demonstrated knowledge and use of financial planning software
Preferred Knowledge and Skills:
· Business development experience is a plus
· Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
· Experience in banking or financial services is preferred
· Bachelor's degree in Business or other related field of study
· CFA/CFP is preferred
· Demonstrated commitment to professional development
· Demonstrated knowledge of industry practices and regulations
Level of Complexity and Scope:
·
Degree of Independence and Decision-Making:
·
Required Supervisory Responsibilities:
· N/A
Physical Requirements:
· Occasionally lifts and carries up to 20 lbs
· Frequently lifts and carries up to 10 lbs
· Frequently sits, stands and drives
Compliance Statement:
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
$49k-71k yearly est. Auto-Apply 60d+ ago
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Financial Advisor
Westpoint Financial Group 3.8
Columbus, OH
🚀 Career Changers Wanted | Build Your Own Financial Advisory Practice
📍Columbus, IN
💼
Commission-Based | $80,000-$110,000 at plan yearly
You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots.
At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back.
Why Join WPFG?
✅ Non-captive model = freedom + flexibility
✅ 100+ advisors who made the switch (many mid-career)
✅ Real mentorship. Real growth. Real ownership.
What You'll Do:
Help people protect what matters and build long-term wealth
Leverage your community relationships to grow your client base
Build your business with the support of a proven team and infrastructure
Stay at the forefront of financial planning and risk strategies
What You Bring:
A strong network and a reputation for being dependable
High sense of urgency + drive for autonomy
Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
Four year degree preferred
A desire to build something bigger-for your clients and yourself
📈 If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more!
#LI-WFG1
Return to WestPoint Financial Group
$80k-110k yearly 60d+ ago
Public Finance Investment Banking Analyst - Healthcare
Piper Sandler Companies 4.8
Ohio
At Piper Sandler, we connect capital with opportunity to build a better future.
We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level.
About our Public Finance Group
We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here.
We are currently looking for a Public Finance Investment Banking Analyst to join the public finance Healthcare team in Columbus, Ohio.
About the Role
Our analyst position offers a unique opportunity for ambitious professionals seeking to play a meaningful role in connecting capital with opportunity to finance projects for not-for-profits, governments, and developers who are engaged in building the country's infrastructure. Analysts prepare bond sizing cash flows and debt profiles to analyze and structure debt, presentations, proposals, and a variety of ad hoc collateral material. Analysts should be prepared for direct interaction with senior bankers and clients in a highly competitive, rewarding, team-oriented environment to execute successful financings
.
Qualifications & Skills
Education: B.S. or B.A. required. Preferred majors include Business, Economics, Mathematics, Political Science, Engineering, or Public Administration.
Experience: 0-3 years of related experience (banking, accounting, or government finance) is a plus, but will actively consider upcoming or recent graduates.
Technical Skills: Advanced proficiency in Excel, PowerPoint, and Word is critical. Excellent analytical and financial modeling skills is a "must."
Soft Skills: Strong interest in public finance/public sector work, excellent written/verbal communication, and the ability to manage multiple projects under pressure
Ability to demonstrate high achievement, particularly in a team setting
Operates consistently with the highest degree of integrity and accountability
Quickly builds trust across multiple constituencies
Well organized, attention to detail and able to manage multiple projects under pressure
Strong communication and professional presence with clients required
Successful candidates will be enthusiastic, highly self- motivated, and go the extra mile in terms of effort and hours when needed
Key Responsibilities
Quantitative Modeling: Develop financial models to structure and optimize debt transactions (e.g., calculating debt service, sizing bond issues).
Credit Analysis: Research and analyze client debt loads, local economic conditions, and financial strengths to help determine creditworthiness.
Transaction Execution: Assist in all steps of the bond issuance process, from drafting responses to Requests for Proposals (RFPs) to preparing closing documents.
Marketing & Pitching: Prepare presentation materials for financing proposals, new business development, and bond rating agencies
Documentation: Draft disclosure documents for bond sales and coordinate transaction details with clients and legal teams
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting salary range for individuals expressing interest in this position is $80,000 - $100,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
*LI-AH1
$80k-100k yearly Auto-Apply 42d ago
Turf Management Internship
Toledo Walleye 3.7
Toledo, OH
The Toledo Mud Hens and Walleye are looking for fun, positive, and charismatic individuals to join our Grounds Crew Internship team. This role works a flexible schedule to meet the needs of business and clients. This is a full-time internship for our Mud Hens season, however while in school, hours can be flexible to part time hours.
This internship offers the unique opportunity to learn different aspects of managing and maintaining, not only a detailed professional stadium, but also a well-maintained recreational sports complex, thus experiencing two internships in one.
Essential Responsibilities
Mound and home plate clay maintenance.
Infield skin maintenance.
Field preparation for games and batting practice.
Fertilizing, spraying, aerating, topdressing and other turf practices.
Field layout and repainting.
Working events, games, and tournaments.
General facility maintenance.
Qualifications/Skills:
Must be enrolled in a two-or-four-year turf program or related field.
Be able to lift 60 lbs. with ease.
Abel to work holidays, nights, weekends and long hours.
Ability to operate turf equipment.
Highly motivated with excellent communication skills.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
$71k-111k yearly est. 18d ago
Quality Management Systems Intern
TT Electronics
Perry, OH
COME JOIN OUR JOURNEY!
When you join TT, you join our global community of visionaries, creators, and achievers dedicated to engineering and manufacturing electronic solutions enabling a safer, healthier and more sustainable world. Simply put, we are a global manufacturer with a passion for engineering advanced electronics that benefit our planet and people for future generations. We are committed to having a positive impact on the world through a culture built around safety, transparency, collaboration, and positive relationships. Our teams are fueled by performance and expertise, leading the charge in innovation, efficiency and delivering world-class customer service. Be part of the journey.
Role Overview and Responsibilities
Duties and Responsibilities:
As a Quality Management Systems Intern, you will be an active member of our Quality Assurance team, assisting all areas of the organization by creating, maintaining, and refining quality system documents. This role is ideal for students who are interested in learning more about Quality Assurance and are passionate about solving real-world manufacturing challenges.
Dates of Internship: May 27th, 2026 - August 7th, 2026
Develop, revise, organize, and maintain Quality System documentation, including policies, procedures, forms, and Work Instructions.
Help ensure documentation and processes comply with industry standards, customer requirements, and internal best practices.
Analyze existing processes and documentation, identify opportunities for improvement, and help implement standardized procedures.
Work cross-functionally with other departments, including Quality, Engineering, Supply Chain, and Operations.
Help document standardized work, visual controls, and process maps.
Take on additional projects based on current business needs.
Interns are expected to work a full-time schedule of 40 hours/week and will be compensated on an hourly basis.
Qualifications, Skills and Attributes
Qualifications:
Completion of Junior year in an accredited college with a major in a STEM Field (Engineering Preferred but not Required).
Strong technical writing skills.
Ability to work both collaboratively and autonomously.
Organize and complete detailed tasks and project work.
Excellent communication and interpersonal skills.
Proficient computer skills including Microsoft Office Suite.
This position requires use of information which is subject to the International Traffic in Arms Regulations (ITAR). All applicants must be U.S. persons within the meaning of ITAR. ITAR defines a U.S. person as a U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee
Solving Technology Challenges for a Sustainable World
We want the very best people in our TT family across the globe - so we welcome applications from everyone, to celebrate a diverse mix of experiences, backgrounds and identities. We are committed to equality of opportunity for all and you can rest assured that TT Electronics takes positive steps to ensure we are an inclusive business, that will welcome and support you, from your initial application to wherever your career takes you! Please get in touch if you'd like to discuss any reasonable adjustments to your application, in order that we can accommodate and support you in the process. If you want to work for a company where
who
you are is valued and respected, we'd love to hear from you.
#WeAreTT #BeMeAtTT
TT Electronics does not accept any unsolicited resumes from third parties. Any resumes submitted by a third party for this or any other position will not be subject to any recruitment fees if hired.
$58k-114k yearly est. Auto-Apply 44d ago
Financial Advisor Trainee
Raymond James 4.7
Dublin, OH
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
If hired as a team candidate, the team will provide the specific goals and expectations.
Meets production targets that impact overall company revenue goals.
Develops a book of business consistent with AMP program goals for assets under management and required production.
Provides a high level of client service.
Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
Opens, transfers, and closes customer accounts.
Maintains appropriate account records while monitoring the customer's portfolio.
Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
Stays abreast of investment products, industry rules and regulations, and financial planning.
Performs other duties and responsibilities as assigned.
Knowledge of
Economic and accounting principles and practices.
Financial markets, banking, and financial data analysis and reporting.
Basic principles and methods for showing, promoting, and selling products or services.
Firm's working structure, policies, mission, strategies, and compliance guidelines.
Skill in
Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
Identifying the needs of customers through effective questioning and listening techniques.
Ability to
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
Continuously learn investment products, industry rules and regulations, and financial planning.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
Establish and maintain effective working relationships with clients and colleagues.
Persevere, handle rejection and show resilience during the prospecting and networking process.
Network in the community and effectively market him or herself and Raymond James.
Demonstrate persistence in the face of obstacles.
Accept criticism and deal calmly and effectively in high stress situations.
Education/Previous Experience
Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
$70k-101k yearly est. Auto-Apply 60d+ ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH
Bank of America 4.7
Columbus, OH
Columbus, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************************************************
**Job Description:**
Merrill WealthManagement is a leading provider of comprehensive wealthmanagement and investment products and services for individuals, companies, and institutions. Merrill WealthManagement is one of the largest businesses of its kind in the world specializing in goals-based wealthmanagement, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and WealthManagement Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our WealthManagement team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill WealthManagement.
**The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** from Academy managers who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.
+ **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications:**
+ Displays confidence working in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$48k-80k yearly est. 42d ago
Financial Aid Advisor (Online Division)
Herzing University 4.1
Akron, OH
Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process. To participate in a remote work arrangement, employees must reside in the United States. No remote work arrangement will be considered for working from outside the United States.
This is a customer service position assisting a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support through our On the Job Training Program and have opportunity for growth by means of our Career Pathways.
It's preferred that candidates are located near the Herzing University markets:
Akron, OH
Clarksville, TN New Orleans (Metairie), LA
Atlanta, GA
Kenosha, WI Orlando (Winter Park), FL
Birmingham, AL
Madison, WI Tampa, FL Brookfield, WI Nashville, TN
A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzing's Online Division. Two Saturdays required per semester.
EDUCATION and/or EXPERIENCE REQUIREMENTS:
* Title IV administration preferred.
* Associate's or Bachelor's degree preferred.
QUALIFICATION REQUIREMENTS:
* Excellent organizational and time management skills required.
* Exceptional knowledge of Microsoft Office to include: Word, Excel and Outlook.
* Experience/knowledge of Student Information Systems (CampusNexus & Regent preferred).
* May be required to work nights and weekends.
Compensation is determined based on the qualifications, experience, and circumstances of each hire. It is uncommon for new employees to start near the top of the salary range. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan. The hourly pay range for this position is $21.00 to $28.84.
Click Here to learn more about careers at Herzing University.
Herzing University is committed to providing a diverse environment and is dedicated to fostering a culture and atmosphere of mutual respect. It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution.
Physical Requirements:
* Must be able to remain in a stationary position most of the time.
* Must be able to occasionally move around the work location.
* Constantly operates office and/or teach equipment which may include computers, copiers, fax machines, audio/visuals.
* Frequently uses voice and hearing to communicate with students, staff or colleagues face-to-face or over the telephone.
* Visually or otherwise identify, observe and assess.
* Occasionally move, carry, or lift 10 pounds.
Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time.
It is the university's practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law. ***************************************
Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at *********************************
$21-28.8 hourly 5d ago
Financial Professional - Team Sponsored Launch - Endeavor Financial Group
Thrivent Financial 4.4
Van Wert, OH
Our well established, high performing team is currently looking for a Support Advisor. This position provides support to Endeavor Financial Group's existing client base. This is an incredible opportunity for the right person to grow both professionally and financially. Become a key player on our value driven team. If you are a self-starter, high-energy, focused, and hardworking individual we want to speak to you! You will play a critical role in our client experience, so an out-going and service-oriented mindset is a must.
Team Sponsored Launch provides stability of income while you work closely with our team receiving mentorship, coaching, training, and support. The Team Sponsored Launch program provides support from three months to three years. At the end of the program, you will become a commission only Financial Professional working alongside Endeavor Financial Group.
Responsibilities:
• Learn and understand the entire operation of Endeavor Financial Group
• Participate in Joint Fieldwork with the advisors of Endeavor Financial Group to build expertise and learn best-practices within the industry
• Meet with new and existing clients to build a book of business and grow relationships
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
• Position products, services, and strategies to help clients gain financial clarity
• Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
• Participate in events to attract new clients and provide financial education to the local community
• Finalize, submit, and track all client paperwork for account and application changes
• Collaborate with Lead Advisor on complex scenarios
• Schedule, prep, and document all your client meetings
*Additional responsibilities may be assigned in accordance with business needs
Characteristics:
Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. You could be a successful addition to our team if you are:
• Self-motivated, independent, and driven to succeed with a strong growth mindset, yet collaborative and a team player
• Motivated by helping others and relationship-oriented
• A natural coach or guide with strong interpersonal skills
• Passionate about living a life of generosity by serving others, not just selling products
Compensation:
$50,000 - $80,000 plus the opportunity for commissions
Position Requirements:
• Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65)
• Life, Health, and Annuities registration required
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• Ability to maintain integrity of sensitive/confidential information
As part of Thrivent's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$50k-80k yearly Auto-Apply 60d+ ago
2026 Fall Finance Co-op
Johnson & Johnson 4.7
Brunswick, OH
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at *******************
Job Function:
Career Programs
Job Sub Function:
Finance LDP
Job Category:
Career Program
All Job Posting Locations:
Danvers, Massachusetts, United States of America, Jacksonville, Florida, United States of America, New Brunswick, New Jersey, United States of America, Raritan, New Jersey, United States of America, Raynham, Massachusetts, United States of America, Spring House, Pennsylvania, United States of America, Titusville, New Jersey, United States of America
Job Description:
The Co-Op Program is a six-month program focused on providing college students with practical business experience, mentoring and training. It allows students to develop leadership, technical and communication skills as well as broaden their understanding of the concepts learned in the classroom by implementing with Johnson & Johnson finance teams. Co-op program participant roles include Financial Planning & Analysis, Commercial Finance, Supply Chain Finance, Research & Development Finance, Internal Audit, Tax and other finance areas. Specific responsibilities may include budget support, capital budgeting, financial consolidation, month/year end closing procedures, sales reporting and analysis, account reconciliation, and inter-company accounting. Other common tasks include data analysis, project management support, problem solving, active business partnering and developing innovative methods to improve job metrics and processes.
Finance Co-Op positions are available at numerous operating companies within the Medical Technology, Pharmaceutical as well as Corporate Segments. Positions may be available at numerous operating companies located in or near New Brunswick, NJ, Raritan, NJ, Titusville, NJ, Springhouse, PA, Jacksonville, FL, Raynham, MA, and Danvers, MA.
The Co-Op program is a primary feeder for entrance into the Johnson & Johnson's Finance Leadership Development Program (FLDP). The Finance Leadership Development Program (FLDP) is a two-and-a-half-year program designed specifically to prepare and develop future generations of business leaders within the finance organization. Participants will develop critical leadership & technical skills through rotational assignments at J&J business units, in-depth training, & ongoing coaching and feedback. FLDP participants complete 6 months of onboarding followed by two 12-month rotations. These rotational assignments are supplemented by 5 weeks of various trainings over the course of the program taught and led by internal & external resources. Training courses provide overviews of the various functions within J&J and follow a robust and interactive curriculum that helps develop FLDP participants on key competencies such as problem-solving/analysis, technical skills, business knowledge, teamwork, and leadership.
Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
Johnson and Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, please email the Employee Health Support Center (********************************) or contact AskGS to be directed to your accommodation resource
The anticipated base pay for this position is between $25.50/hour and $28/hour, but will be based on candidate's program year, discipline, degree and/or experience.
This position is overtime eligible.
Co-Ops/Interns may be eligible to participate in Company employee benefit programs such as medical insurance, sick time, and holiday pay in accordance with the terms of the applicable plans.
For additional general information on Company benefits, please go to: - *********************************************
Ineligibility for severance.
#JNJUndergraduate
Qualifications
Current enrollment in an accredited College/University is required.
Candidates must be pursuing an undergraduate or Fifth Year master's degree in finance, Accounting, Economics, Data Analytics or business-related major with an expected graduation date between Dec 2027 - May 2029.
A minimum 3.0 cumulative GPA is required.
Intermediate knowledge of MS Excel is preferred.
Legal authorization to work in the United States, without requiring sponsorship for employment visa status (e.g. H1-B status) now or in the future is required.
Required Skills:
Preferred Skills:
$25.5-28 hourly Auto-Apply 9d ago
Management Internship
Menard 4.2
Hudson, OH
Part-Time
Make BIG Money at Menards!
Extra $3 per hour on Sat/Sun
Store Discount
Profit Sharing
Exclusive Discounts for gyms, car dealerships, cell phone plans, and more!
Flexible Scheduling
Dental Plan
On-the-job training
Start building an exciting and rewarding career in retail with a growing company as a Management Intern with Menards! Immediate openings available!
Our Management Internship is a paid, hands-on training program designed to develop and prepare you for the world of Retail Management.
As you progress through the 12-week Management Internship program, your General Management team, Department Managers, and Store Team Members will work alongside you to develop your understanding of our business and help prepare you to take on a management role in the near future!
This is a paid part-time position that will have the opportunity to develop stronger organizational, Communication and time management skills as well as the opportunity to gain hands-on management experience.
Apply today! We are hiring immediately and are excited to talk to you about the great opportunities available with Menards!
$29k-37k yearly est. 14d ago
Financial Analyst Intern (Summer 2026)
Total Quality Logistics, Inc. 4.0
Cincinnati, OH
Country USA State Ohio City Cincinnati Descriptions & requirements About the role: This internship is designed for rising seniors who want to apply classroom knowledge to real-world business challenges. You'll work alongside experienced finance professionals, contribute to meaningful projects, and develop skills that set you apart in the competitive job market.
What's in it for you:
* Paid internship at $16.50/hour
* Grow your professional network and develop your skillset alongside industry experts
* Immersion into TQL's award-winning culture through meet & greets, team events and more
* Gain valuable real-world experience at a Certified Great Place to Work with 800+ lifetime workplace award wins
What you'll be doing:
* Assist in preparing monthly and quarterly financial reports for leadership
* Support budgeting and forecasting processes by analyzing historical trends and business drivers
* Help maintain and enhance financial models that guide strategic decisions
* Collaborate with cross-functional teams to gather operational and financial data
* Conduct ad-hoc analysis to support business initiatives and growth strategies
* Run and design Access and SQL queries with the training and support of your team
What you need:
* Current student graduating between May 2027 - December 2028
* Pursuing a degree in Finance, Accounting, Economics, or related field
* Strong analytical and problem-solving skills
* Proficiency in Microsoft Excel; experience with financial modeling is a plus
* Excellent attention to detail and organizational skills
* Ability to work independently and in a team environment
* Strong communication skills, both written and verbal
Where you'll be: 4289 Ivy Pointe Blvd, Cincinnati, OH 45245
Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered.
About Us
Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it.
As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck.
What's your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big.
Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.
If you are unable to apply online due to a disability, contact recruiting at ******************
*
$16.5 hourly 14d ago
Financial Professional
TMM Financials
Ohio
- Provide financial guidance and advice to clients based on their individual needs and goals - Develop and maintain relationships with clients to understand their financial situation and objectives - Analyze financial information to determine suitable investment strategies and products - Assist clients in managing their financial portfolios and making informed investment decisions - Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' financial plans - Conduct regular reviews of clients' portfolios to ensure alignment with their goals and make adjustments as necessary - Participate in ongoing education and training program
Experience - Previous experience in a financial services role preferred - Excellent communication skills, both verbal and written, to explain complex financial concepts to clients - Experience in retail sales or customer service is a plus
The ideal candidate for this position will have excellent interpersonal and communication skills, have a passion for educating and helping others, and want to learn and grow professionally. We are looking for US citizens, who are willing to get licensed, who are professional and eager to build something for themselves and their clients. This position is commission based.
If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Professional and make a positive impact on the lives of our clients.
$43k-80k yearly est. 60d+ ago
Summer 2026 Financial Analyst Associate (Controller Department Intern)
GD Information Technology
Fairview Park, OH
Type of Requisition:
Regular
Clearance Level Must Currently Possess:
None
Clearance Level Must Be Able to Obtain:
None
Public Trust/Other Required:
None
Job Family:
Interns
Job Qualifications:
Skills:
Accounting, Finance, Financial Reporting and Analysis, Microsoft Office, Problem Solving
Certifications:
None
Experience:
0 + years of related experience
US Citizenship Required:
No
Job Description:
GDIT Summer Internship Program - Summer 2026 Summer Finance and Accounting Associate Internship
Sponsorship is not available for this role.
At GDIT, our people are our business. We pride ourselves on the work our innovators do to support and secure some of the most complex government, defense, and intelligence projects across the world. We wouldn't be successful without our ability to attract new talent to join our team.
What sets a GDIT internship experience apart from other organizations in the industry?
GDIT's Summer Internship Program is designed with you in mind! Our internship provides you the opportunity to be a part of a collaborative team that is helping to solve our clients' most challenging matters. Throughout GDIT's 10-week Summer Internship Program, you will have the opportunity to do the following:
Work side-by-side with GDIT professionals delivering work for clients.
Collaborate with a team of peers to research and propose solutions to a current business challenge.
Participate in a mentoring circle led by an early career champion.
Interact with GDIT leaders.
Participate in professional development.
How You'll Make this Internship Opportunity Your Own
Our Finance and Accounting Associate Internship is designed to make a direct impact on a broad variety of projects and help to co-create and deliver successful solutions to GDIT's internal and external clients. As a Finance and Accounting Associate (intern) you'll play a key part in driving company success by providing support to the GDIT Controller organization. You will be trusted to support various areas of the Controller department teams including financial reporting, technical accounting, internal controls, financial planning & analysis, and international accounting.
A Day in the Life
Performing accounting research for process and policy improvement, or problem solving
Support internal audits and assessment of internal controls.
Use modeling and analytics to understand how financial decisions impact our bottom line.
Learn how to leverage new tools and technologies.
Conduct research and analytical services related to financial data.
Assist in planning and designing financial processes.
Formulate recommendations to improve and support financial activities.
Various duties that enhance the productivity and procedures of the company
The Must-Haves
Currently enrolled in an associate's, bachelor's or master's degree program economics, finance, statistics, accounting, or related discipline from a United States-based college or university.
Excellent analytical and problem-solving skills.
Strong planning and organizational skills.
Basic understanding of Microsoft Office products (e.g., Word, PowerPoint, SharePoint, Excel, and Teams)
What You'll Need to Deliver Your Best Every Day
Strong interpersonal and written communication skills
Experience using Excel, specifically data analysis, pivot tables, VLOOKUPs, and charts
Ability to build meaningful relationships with manager and members of your team in a remote environment.
Intuitiveness with an ability to identify and solve complex problems related to rapidly changing technology.
A sense of genuine, intellectual curiosity and a nimble mindset
What you Offer as a Stand-Out Candidate
Knowledge of accounting principles, interpreting financial statements, and exposure to quantitative financial analysis.
Knowledge of project management and data analytics.
Analytical and quantitative skills: working with and synthesizing big data into actionable insights and assessing processes to identify risks and potential mitigation strategies
Comfortable using data software to conduct analyses and synthesize findings.
GDIT interns are paid and full-time (40 hours/week) for 10 consecutive weeks. Applicants should have a minimum of one semester remaining in their studies after their internship concludes. Take the first step and apply today!
Note: We receive a high volume of applications and review them on a rolling basis. We encourage you to apply as soon as possible. Our goal is to follow up with you within two weeks of your application.
The likely hourly rate for this position is between $19.55 - $26.45. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.
Scheduled Weekly Hours:
40
Travel Required:
Less than 10%
Telecommuting Options:
Hybrid
Work Location:
USA VA Falls Church
Additional Work Locations:
Total Rewards at GDIT:
Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at
gdit.com/tc.
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
$19.6-26.5 hourly Auto-Apply 60d+ ago
Associate Finance Analyst, Inventory Accounting
Sherwin-Williams 4.5
Cleveland, OH
This position will be responsible for overseeing the processing and resolving of internal invoices as well as billing adjustments (IBAR's) in a timely and accurate manner for all stores. Billing adjustments will include shipping discrepancies, pricing discrepancies, returns, carrier claims, and transfers. Key functions of this position will include processing auto-ships to stores, establishing store promotional pricing, resolving questions and issues as they arise from the field and headquarters, generating Store Billing reporting, and assisting Management in improving overall processes regarding MMS Purchasing (Oracle), Store Billing, IBAR's, and Inventory. This position could also be involved in distributing work for billing processors/interns and training new employees.
This position will play a key role for Physical Inventory in ensuring the accuracy of the book inventory for all stores including timing differences for billing and credits to the stores for both the external and internal processes to minimize store inventory shrink/pickup. In addition, this position will be involved with regular ad hoc reviews requested by management.
Because this role involves access to confidential financial information, the Company has determined that a review of criminal history is necessary to protect the business and its operations and reputation and to provide similar protections for its clients and potential investments.
This role is not hybrid or remote and is located at our Cleveland, OH office.
$51k-63k yearly est. Auto-Apply 3d ago
Finance Co-op - US - Fall 2026
GE Aerospace 4.8
Evendale, OH
SummaryAre you ready to see your future take flight? At GE Aerospace, we believe the world works better when it flies. We are a world-leading provider of jet engines, components, and integrated systems for commercial and military aircraft. We have a relentless dedication to the future of safe and more sustainable flight and believe in our talented people to make it happen.Job Description
Job Summary:
Our Financial Management Program (FMP) Internship is a ten-week early career development internship that will ignite your career growth and position you as an emerging finance and business leader at GE Aerospace. The internship assignments consist of projects across finance in our key focus areas, including Commercial Finance, Supply Chain Finance, and Financial Planning & Analysis. Internship/co-op opportunities provide experiences that will expand the knowledge base and demonstrate leadership ability. Finance co-ops/interns will receive ample opportunities to build the foundation for their finance careers. You'll build relationships with interns/co-ops and leaders through intern community events and grow through professional development and mentoring options.
Essential Responsibilities:
Complete 10-week project in one of GE's core finance competencies: Commercial Finance, Supply Chain Finance, and Financial Planning and Analysis
Complete two courses focused around communication skills in business and data analysis tools to leverage in the workplace in parallel to your project
Work alongside and present to senior leaders who will act as coaches and mentors on your assignments.
Actively uphold GE's values by participating in our inclusive culture both inside the company and in the communities, we serve
Willingness to relocate to headquarters in Cincinnati, Ohio
Qualifications/Requirements:
Graduation date on or before May/June 2028
Attending a full-time matriculated and nationally accredited bachelor program in Accounting, Finance, Business Administration, Economics, Operations Management, Data or business Analytics, or Mathematics
Minimum 3.0 cumulative and in-major GPA off a 4.0 scale without rounding
Eligibility Requirements:
Any offer of employment is conditioned upon the successful completion of a background investigation and drug screen. Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.
Desired Characteristics:
Humble: respectful, receptive and agile, eager to learn
Transparent: shares critical information, speaks with candor, contributes constructively
Focused: puts safety first, prioritizes work with impact, continuously improves process
Leadership ability: strong communicator & decision-maker
Problem solver: analytical-minded, solves complex problems, aim for improvements
Preferred: Understanding of business concepts/strategy; intern/coop experience in finance; business/accounting or analytical coursework; knowledge of Lean Methodology; multiple language skills; geographic mobility
Benefits:
Pay rates for this position begin at $18.25/hour and increase for each undergraduate year completed. Relocation support and housing assistance is available for those who relocate to a new city.
Equal Opportunity Employer:
GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an
Equal Opportunity Employer
.
Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
This role requires access to U.S. export-controlled information. Therefore, employment will be contingent upon the ability to prove that you meet the status of a U.S. Person as one of the following: U.S. lawful permanent resident, U.S. Citizen, have been granted asylee or refugee status (i.e., a protected individual under the Immigration and Naturalization Act, 8 U.S.C. 1324b(a)(3)).
Additional Information
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: Yes
$18.3 hourly Auto-Apply 18d ago
Financial Advisor
Westpoint Financial Group 3.8
New Albany, OH
Career Changers Wanted | Build Your Own Financial Advisory Practice
Columbus, IN
Commission-Based | $80,000-$110,000 at plan yearly
You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots.
At WestPoint Financial Group, we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back.
Why Join WPFG?
✅ Non-captive model = freedom + flexibility
✅ 100+ advisors who made the switch (many mid-career)
✅ Real mentorship. Real growth. Real ownership.
What You'll Do:
Help people protect what matters and build long-term wealth
Leverage your community relationships to grow your client base
Build your business with the support of a proven team and infrastructure
Stay at the forefront of financial planning and risk strategies
What You Bring:
A strong network and a reputation for being dependable
High sense of urgency + drive for autonomy
Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed)
Four year degree preferred
A desire to build something bigger-for your clients and yourself
If you're looking for more freedom, more impact, and more growth-this could be your next move. Apply today or connect to learn more!
#LI-WFG1
Return to WestPoint Financial Group
$80k-110k yearly 60d+ ago
Financial Advisor Trainee
Raymond James Financial, Inc. 4.7
Dublin, OH
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
**Essential Duties and Responsibilities**
+ Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
+ If hired as a team candidate, the team will provide the specific goals and expectations.
+ Meets production targets that impact overall company revenue goals.
+ Develops a book of business consistent with AMP program goals for assets under management and required production.
+ Provides a high level of client service.
+ Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
+ Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
+ Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
+ Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
+ Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
+ Opens, transfers, and closes customer accounts.
+ Maintains appropriate account records while monitoring the customer's portfolio.
+ Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
+ Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
+ Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
+ Stays abreast of investment products, industry rules and regulations, and financial planning.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Economic and accounting principles and practices.
+ Financial markets, banking, and financial data analysis and reporting.
+ Basic principles and methods for showing, promoting, and selling products or services.
+ Firm's working structure, policies, mission, strategies, and compliance guidelines.
**Skill in**
+ Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
+ Identifying the needs of customers through effective questioning and listening techniques.
**Ability to**
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
+ Continuously learn investment products, industry rules and regulations, and financial planning.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
+ Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
+ Establish and maintain effective working relationships with clients and colleagues.
+ Persevere, handle rejection and show resilience during the prospecting and networking process.
+ Network in the community and effectively market him or herself and Raymond James.
+ Demonstrate persistence in the face of obstacles.
+ Accept criticism and deal calmly and effectively in high stress situations.
**Education/Previous Experience**
+ Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
+ Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
+ Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
$70k-101k yearly est. 60d+ ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH
Bank of America 4.7
Upper Arlington, OH
Merrill WealthManagement is a leading provider of comprehensive wealthmanagement and investment products and services for individuals, companies, and institutions. Merrill WealthManagement is one of the largest businesses of its kind in the world specializing in goals-based wealthmanagement, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and WealthManagement Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our WealthManagement team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill WealthManagement.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$48k-80k yearly est. Auto-Apply 4d ago
Management Internship
Menards, Inc. 4.2
Holland, OH
Part-Time Make BIG Money at Menards! * Extra $3 per hour on Sat/Sun * Store Discount * Profit Sharing * Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! * Flexible Scheduling * Dental Plan * On-the-job training Start building an exciting and rewarding career in retail with a growing company as a Management Intern with Menards! Immediate openings available!
Our Management Internship is a paid, hands-on training program designed to develop and prepare you for the world of Retail Management.
As you progress through the 12-week Management Internship program, your General Management team, Department Managers, and Store Team Members will work alongside you to develop your understanding of our business and help prepare you to take on a management role in the near future!
This is a paid part-time position that will have the opportunity to develop stronger organizational, Communication and time management skills as well as the opportunity to gain hands-on management experience.
Apply today! We are hiring immediately and are excited to talk to you about the great opportunities available with Menards!