Wealth Management Internship remote jobs - 170 jobs

Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: **************** *********************************************** Job Description Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: **************** *********************************************** As an Intern with Accurent, you will gain valuable experience in the following areas: Financial Analysis - Responsibilities will include review of client and prospective client financial statements and analysis of various metrics to determine financial health and an appropriate scope of work plan. You will assist with financial modeling and learn valuation techniques, including (1) discounted cash flow analysis, (2) comparable company analysis, and (3) precedent transaction analysis where appropriate. Investor Offering Materials - Responsibilities will include assisting with the creation of pitchbooks and investor offering materials utilized by the firm for clients seeking to raise equity and debt financing. Sector and Industry Research - Responsibilities will include review of sector and industry trends to assist with current client assignments and evaluate the most attractive prospects for new client outreach. Prospecting & Sales Outreach - Responsibilities will include research of target distribution lists, integration of prospects into the firm's CRM, and crafting outreach communications to initiate introductory dialogue with prospective new clients. Investor Outreach - Responsibilities will include networking with private equity, venture capital, strategic, and corporate investors to help identify the most attractive sources of capital for various client engagements. Miscellaneous Support and Administrative Responsibilities The Accurent Investment Banking Internship is a remote position and most required assignments are completed virtually. We do not require physical attendance at an office location. The internship is a non-paid FULL TIME 8:30AM-COB Mon-Fri position. Therefore, only year-off students and graduates qualify, though exceptions exist - eg Summer Intern cycle. The internship will last 4 months AT A MINIMUM, BUT high-performing interns are expected to stay longer. Accurent will work with colleges and universities to satisfy internship requirements for academic credit where necessary. To qualify as a full-time intern and use Accurent as a reference on your resume, LinkedIn and track record, interns must comply with the requirements. Interns may become eligible for advancement within the firm dependent on performance and current corporate needs and be on track for the interview process for full-time paid analyst and associate positions. Qualifications Completed or pursuing a bachelor's degree at a leading higher education institution Solid Excel, accounting and corporate finance knowledge Loyalty toward the firm Commitment to fulfill all tasks given beyond expectations Unrivaled work ethic A willingness to work independently An insatiable appetite to learn about investment banking Additional Information All your information will be kept confidential according to EEO guidelines. Industry Investment Banking Employment Type Full-time

Job Description Investment Banking Internship We're looking for a driven undergraduate student, recent graduate, or career switcher with a genuine interest in investment banking. This internship provides practical exposure to market research, financial modeling, valuation methods, and deal execution. This role is perfect for aspiring finance professionals-whether you're a student, a recent grad, or transitioning from another field-who are eager to gain real-world experience. A solid enthusiasm for financial markets and corporate finance is key. Key Responsibilities: Conduct industry and market research; build and maintain DCF valuation models. Deliver detailed company valuations and financial performance analyses. Calculate essential financial ratios; support annual budgeting and forecasting efforts. Create financial statements and contribute to the preparation of M&A materials. Develop underwriting frameworks to evaluate asset risks and market shifts. Analyze business data to uncover patterns, insights, and opportunities. Present financial insights and discrepancies clearly and effectively. Qualifications: Open to students, graduates, and career changers exploring finance. International or cross-cultural experience is an asset. Skilled in Microsoft Excel, PowerPoint, and Word. Strong analytical thinking and quantitative reasoning. Clear communicator with strong presentation skills. What You'll Gain: Remote work flexibility. Personalized mentorship from seasoned professionals. Early, practical exposure to the investment banking lifecycle. Competitive compensation available for candidates with relevant experience. Compensation: Up to £7,000 / €8,000 / $8,200, based on experience and internship type.

Undergraduate students matriculating between December 2027 and June 2028 are eligible to apply. Role of the Summer Investment Associate The Summer Associate program is a ten-week internship opportunity for rising seniors. Like Dodge & Cox's full-time Research Associates, Summer Associates work directly alongside one of our investment professionals in an apprenticeship role. Organized on an industry basis, teams evaluate investments in companies located around the world. Over the course of the internship, Summer RAs rotate between industry teams to evaluate current and potential investment opportunities. Primary responsibilities include: Collecting and analyzing financial and industry data and metrics. Building and maintaining financial models and databases. Attending meetings with senior management teams and sell-side analysts. Participating in weekly training sessions. Dodge & Cox's well-established reputation often leads companies to seek us out as investors. We routinely host Fortune Global 500 executives at our offices in San Francisco. Qualifications The Summer Investment program targets candidates with exceptional levels of academic achievement from various disciplines. Candidates should have: An excellent academic record and strong standardized test scores. Coursework in accounting and economics, statistics is a plus. Strong quantitative and analytical skills, including experience with Excel, PowerPoint, and Word. Initiative and ability to manage multiple projects simultaneously. Excellent communication skills and desire to work in a team-oriented environment. Demonstrated interest in financial markets and investing. Requirements Dodge & Cox has a 4:1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday. The monthly compensation for this position is $10,000. Dodge & Cox provides a relocation package or optional housing for all summer interns. The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

About the Role We're looking for a Finance Intern to support freight, distribution, and inventory optimization initiatives that drive operational efficiency and financial impact. This internship offers hands-on, project-based experience working with Finance, Logistics, and Procurement to evaluate cost drivers and develop data-driven recommendations. What You'll Do: Analyze corrugate purchasing and storage practices to identify opportunities to reduce onsite inventory Evaluate cost trade-offs between unit pricing and just-in-time supply strategies Partner with Logistics to refresh and validate the true cost of pallet storage Build SKU-level models to determine optimal ordering quantities based on forecast, price, and storage cost Collaborate cross-functionally with Finance, Logistics, and Procurement to gather insights and develop recommendations What We're Looking For: Pursuing a Bachelor's degree in Finance, Accounting, Supply Chain, Business Analytics, or a related field Strong analytical and problem-solving skills Proficiency in Excel; financial modeling experience is a plus Comfortable working with data and collaborating across teams Organizational Values Safety - Teamwork - Customer Focus - Ownership - Initiative - Creativity At Hoffmaster, our Organizational Values and strong sense of Integrity guide how we work and engage with each other every day. The Finance Intern will demonstrate these values by promoting Safety through accurate, thoughtful financial analysis and by supporting an environment where cross-functional partners feel comfortable asking questions, testing assumptions, and collaborating openly around data and operational insights. This role exemplifies Teamwork by partnering closely with Logistics, Procurement, and Finance to ensure alignment, transparency, and shared problem-solving. In addition, the intern maintains a strong Customer Focus by evaluating supply and storage decisions through the lens of service, reliability, and long-term value; takes Ownership of assigned analyses and deliverables; shows Initiative by identifying cost optimization and process improvement opportunities; and applies Creativity to build practical, data-driven models that support Hoffmaster's commitment to operational and financial excellence.Let's connect! At Hoffmaster, we believe every person deserves to feel successful. That's why we provide a total rewards package designed to support our employee's success -at work, at home, and in life. This includes: Medical, Dental, Vision, Life and Disability insurances, Tuition and Student Loan repayment assistance, Physical and Mental wellness programs, Paid vacation and holidays, Employee Assistance Program, and more. Learn more about our Benefits at HoffmasterBenefits.com ! The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Reasonable Accommodations Statement: To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

This is hourly Paid Job (US-Remote) Work from home. We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Financial Advisor Responsibilities: Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios. Contacting clients regularly to discover changes in their financial status. Building and maintaining your client base. Financial Advisor Requirements: Bachelor's degree in business, finance, or related field. 1-2 years of sales experience. Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred). Life and health license. Valid drivers license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tasks. Experience providing quality financial advice. Required Skills: Securities Financial Performance PowerPoint Cash Management Financial Data Financial Planning Registration Tax Expenses Insurance Cash Strategy Finance Planning Business Sales Management

Job Responsibilities: Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client's investment portfolio and recommend an asset allocation and specific plan to meet established objectives. Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Collaborate to create a team environment and to meet clients needs. Generate additional referrals from personal networking, seminars, and presentations to community groups Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales. Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications: FINRA Series 7 and 63 State Life & Health Insurance license Strong sales, marketing, and business development skills 2+ years of sales experience and/or financial services experience. Experience within financial institutions is preferred. Exceptional interpersonal and relationship building skills Bachelor's degree or equivalent in accounting, finance, or related field of study Experience: Financial institutions: 1 year Sales and/or financial services: 2 years Education: Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance Privacy I understand that I am about to apply for employment at Cetera Financial Group and that I will be asked to provide certain types of personal information as well as other information with respect to my work experience, educational background and the position that I am interested in. I understand that Cetera Investors gathers this information through a third-party service provider, Cetera Financial Group may also use other service providers to assist in the application process. I understand that the personal information that I provide or any subsequent information that I provide will be used to consider my application for employment and that Cetera Financial Group will retain my application for employment for a reasonable time period in accordance with applicable law. I further understand that if employed my personal information will be used in Cetera Financial Group systems for employment purposes.

Job Description Levo Resources is a boutique recruiting firm focused on Accounting & Finance and Financial Services. We partner with wealth management firms and financial institutions to help them attract and transition top financial advisor talent. Summary: We're hiring an experienced Financial Advisor Recruiter/Consultant to tackle the recruiting side of our financial advisor practice. You'll be the point person building relationships with advisors, understanding what they want next, and guiding them through the process. Your involvement in the process with range from initial conversations through a well-planned transition to a new firm. This is a remote position working 9:00 AM - 5:00pm ET. What You'll Do: Proactively source and engage financial advisors via phone, email, LinkedIn, ZoomInfo, referrals, and other channels Conduct discovery calls to understand the advisor's book, business model, goals, and ideal platform/firm environment Build trust-based relationships and maintain consistent touchpoints throughout the process Educate advisors on different firm options (wirehouse, regional, boutique, independent/RIA, etc.) and help them evaluate fit Coordinate and schedule meetings between advisors and prospective firms; ensure strong prep and follow-up Partner closely with business development to learn each client's recruiting priorities, compensation structure, transition support, culture, and expectations Present opportunities to advisors clearly and professionally, aligning their goals with client parameters Track pipeline activity, notes, and outcomes accurately in out ATS and related tracking tools Maintain organized reporting and process documentation using Excel, Outlook, Google Sheets, etc Support a smooth advisor transition by helping manage expectations, timelines, and communication between parties Tools & Systems You'll Use: Loxo (ATS/CRM), Excel / Google Sheets Email + calendar tools Phone systems / dialing tools LinkedIn, ZoomInfo, and other sourcing platforms, Requirements: 4+ years of recruiting experience, with direct exposure to financial advisor recruiting Comfortable discussing advisor transitions at a high level: motivations, platform differences, timing, and sensitivity/confidentiality Prior experience recruiting financial advisors in one or more of the following environments: Wealth management firm / RIA / broker-dealer Bank or financial institution Recruiting / search firm supporting advisor hiring Strong phone presence and ability to build rapport quickly with experienced professionals Highly organized: consistent follow-up, clean CRM notes, and strong pipeline management Tech-comfortable and quick to learn systems (ATS/CRM + spreadsheets + dialing tools) Preferred (Nice to Have): Existing advisor network or history of placing advisors successfully Familiarity with advisor metrics (AUM, production, grid/payout concepts, fee vs commission, teams vs solo, etc.) Experience working alongside business development and client management teams What Success Looks Like: You build a healthy advisor pipeline consistently Advisors trust you and stay engaged through the process You present aligned, qualified advisors to clients based on real discovery Your CRM/pipeline is tight: no missed follow-ups, no surprises Work Location & Schedule: Remote (U.S.) Hours: 9:00 AM - 5:00 PM Eastern Time Compensation includes a Salary and Performance Bonus

If your background is in Economics, Business, Statistics, Mathematics, Computer Science, or any other major focused on quantitative research, learn more about internship opportunities with CRA! Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns. Practices seeking to hire candidates with this profile include (hiring locations listed): Antitrust & Competition (Boston, Chicago, Oakland, Washington, DC) Our Competition practice economists provide analysis and testimony in matters involving mergers and acquisitions, antitrust litigation, and global competition policy. Life Sciences (Boston, Washington, DC) Our Life Sciences practice's litigation team arms clients with industry-leading economic analysis and testimony in litigation and arbitration engagements worldwide. No prior life sciences knowledge is required to be successful in this position. Learn more about our work by reviewing our Services and Industries on our website. Position Overview Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation. During the Economics Consulting Analyst/Associate Internship program, you may work on many aspects of a project: Conduct economic and industry research to build an understanding of a case's issues; Perform financial and economic analyses or create valuation models to support case theories; Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS; Develop familiarity with data sources that serve as input to your analyses; Review and summarize analyst reports, client documents and industry trade press; Assist in the production and development of research summaries, expert reports, and findings presentations; Ensure reliability of analysis through quality control review. Check out our blog about a typical day at CRA and how you can make an impact ! Desired Qualifications Bachelor's or Master's degree candidates graduating December 2026/Summer 2027 with an academic focus on quantitative research (Economics, Business, Statistics, Mathematics, Computer Science or related); Completion of an honors thesis, research apprenticeship, or research seminar program is highly desired; Demonstrated understanding of, and ability to explain, economic, financial and/or accounting concepts, and quantitative and qualitative analysis methods; Experience in Excel, Stata, Python, R, SQL, SAS, ArcGIS/ArcPy, or Cloud computing (Databricks/Spark, Google Cloud, Azure, AWS); Curious and analytical thinkers who bring creative approaches to non-standard problems; Effective written and oral communication skills; Eagerness to learn new skills and programming languages; Demonstrated high level of initiative and leadership; Strong teamwork and collaboration capabilities; Excellent time management and task prioritization skills; Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events. To apply To be considered for a position in the United States, we require the following: Resume - please include current address, personal email and telephone number; Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference; Transcript - may be unofficial; Writing Sample - independently authored and includes your commentary on a quantitative analysis. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Please also note that candidate resume review will commence later in the fall semester, and continue on a rolling basis until positions are filled. Career Growth and Benefits CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office, with specific days determined in coordination with your practice or team. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. The state of California and the District of Columbia require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our California and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $37.50 per hour; actual total compensation may also include benefits and bonus.

Duracell is the world's #1 battery company with over $2.4 billion in annual sales. In 2016, we joined Berkshire Hathaway, a U.S. multi-national conglomerate of holding companies. Berkshire is led by Warren E. Buffett, one of the world's most famous investors and business leaders. The company employs over 302,000 people and ranks #3 in Fortune's 500 Most Admired Companies. JOB SUMMARY: the Intern for Financial Analysis role will support Strategic Revenue Management via the development of automating the price pack architecture evaluation process that will be leveraged for critical commercial guidance and business decision making and support Product Supply on smaller initiatives on an as-needed basis. This position offers the opportunity to develop skills in data analytics and reporting while building breadth of understanding across both commercial and operations sides of the business. EDUCATIONAL/JOB EXPERIENCE REQUIREMENTS Currently pursuing a degree in Business Analytics, Finance or Accounting. Strong analytical and problem-solving skills. Proficiency in Microsoft applications with a high degree of knowledge in Microsoft Excel. Working knowledge of SQL. Excellent written and verbal communication skills. Ability to learn new systems: SAP and BI reporting systems. Self-motivated individual with exceptional organization skills and attention to detail. Eagerness to learn and adapt in a dynamic environment. DESCRIPTION OF DUTIES These are the typical duties required to fulfill the position, not a detailed description of all work required. New duties and responsibilities may be required to meet the changing demands of the business. Strategic Revenue Management: Develop an understanding of current manual process for price pack architecture evaluation to identify data sources and opportunities to automate via modeling. Collaborate with Strategic Revenue Management team to align business objectives and determine best method of information delivery to meet objectives. Ensure ease of refreshing automated modeling to reflect new information as available. Document model and how-to update. Product Supply: Partner with Product Supply Finance team to understand current operations initiatives and support as-needed.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - San Francisco! Leverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals from healthcarewhether it's pharma, medical sales, or clinical rolesare drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives. Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape. Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 Meet Our Local Team: Michael Byrne Managing Partner: Time with NM: 18 years. Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner. Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends. Marlin Adams District Director & Financial Advisor: Time with NM: 15 years. Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022. Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league. Chris Andrews Private Wealth Advisor: Time with NM: 18 years. Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007. Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways. Cole Barrett Growth & Development Director/Financial Advisor Time with NM: 5 years. Prior Experience: Spent his career in the hospitality industry, serving as General Manager for several five-star restaurants before joining NM in 2020. Passionate About: Resides in San Francisco with his wife, a registered Nurse Practitioner, and their rescue dog, Cali. Enjoys golf, traveling, and visiting family in Boston. A dedicated fan of the Patriots, Celtics, and Red Sox. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Sandisk understands how people and businesses consume data and we relentlessly innovate to deliver solutions that enable today's needs and tomorrow's next big ideas. With a rich history of groundbreaking innovations in Flash and advanced memory technologies, our solutions have become the beating heart of the digital world we're living in and that we have the power to shape. Sandisk meets people and businesses at the intersection of their aspirations and the moment, enabling them to keep moving and pushing possibility forward. We do this through the balance of our powerhouse manufacturing capabilities and our industry-leading portfolio of products that are recognized globally for innovation, performance and quality. Sandisk has two facilities recognized by the World Economic Forum as part of the Global Lighthouse Network for advanced 4IR innovations. These facilities were also recognized as Sustainability Lighthouses for breakthroughs in efficient operations. With our global reach, we ensure the global supply chain has access to the Flash memory it needs to keep our world moving forward. Job Description Essential Duties & Responsibilities: Our Summer Internship is an intensive, exciting opportunity to join our organization. Interns will take on challenging projects and solve complex problems to help drive the company forward. Roles in this program vary from Business Finance, Corporate FP&A, Operations Finance, Treasury, and Accounting. Throughout the 12-week summer, interns will also participate in: 1:1 Mentorship Development trainings Executive exposure Social and networking events The work location will be based at our US Office in Milpitas, CA. Qualifications REQUIRED Current student pursuing a Bachelor's degree in Finance or Accounting with an expected graduation date of May/June 2027 Previous internship(s) in a corporate environment is highly preferred Available to work full-time on a collaborative/hybrid schedule starting May or June 2026 Willing to relocate to Milpitas, CA for the duration of the internship Preferred Exceptional written and verbal communication skills, including the ability to create effective presentations for management Ability to work both independently and in large, cross-functional team settings Proficient in Excel and other Microsoft Office applications SQL and PowerBI preferred. Additional Information Sandisk is committed to providing equal opportunities to all applicants and employees and will not discriminate against any applicant or employee based on their race, color, ancestry, religion (including religious dress and grooming standards), sex (including pregnancy, childbirth or related medical conditions, breastfeeding or related medical conditions), gender (including a person's gender identity, gender expression, and gender-related appearance and behavior, whether or not stereotypically associated with the person's assigned sex at birth), age, national origin, sexual orientation, medical condition, marital status (including domestic partnership status), physical disability, mental disability, medical condition, genetic information, protected medical and family care leave, Civil Air Patrol status, military and veteran status, or other legally protected characteristics. We also prohibit harassment of any individual on any of the characteristics listed above. Our non-discrimination policy applies to all aspects of employment. We comply with the laws and regulations set forth in the "Know Your Rights: Workplace Discrimination is Illegal” poster. Our pay transparency policy is available here. Sandisk thrives on the power and potential of diversity. As a global company, we believe the most effective way to embrace the diversity of our customers and communities is to mirror it from within. We believe the fusion of various perspectives results in the best outcomes for our employees, our company, our customers, and the world around us. We are committed to an inclusive environment where every individual can thrive through a sense of belonging, respect and contribution. Sandisk is committed to offering opportunities to applicants with disabilities and ensuring all candidates can successfully navigate our careers website and our hiring process. Please contact us at [email protected] to advise us of your accommodation request. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying. Based on our experience, we anticipate that the application deadline will be 03/16/2026 (3 months from posting), although we reserve the right to close the application process sooner if we hire an applicant for this position before the application deadline. If we are not able to hire someone from this role before the application deadline, we will update this posting with a new anticipated application deadline. #LI-TR1 Compensation & Benefits Details An employee's pay position within the salary range may be based on several factors including but not limited to (1) relevant education; qualifications; certifications; and experience; (2) skills, ability, knowledge of the job; (3) performance, contribution and results; (4) geographic location; (5) shift; (6) internal and external equity; and (7) business and organizational needs. The salary range is what we believe to be the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California, Colorado, New York or remote jobs that can be performed in California, Colorado and New York. This range may be modified in the future. If your position is non-exempt, you are eligible for overtime pay pursuant to company policy and applicable laws. You may also be eligible for shift differential pay, depending on the shift to which you are assigned. You will be eligible to participate in Sandisk's Short-Term Incentive (STI) Plan, which provides incentive awards based on Company and individual performance. Depending on your role and your performance, you may be eligible to participate in our annual Long-Term Incentive (LTI) program, which consists of restricted stock units (RSUs) or cash equivalents, pursuant to the terms of the LTI plan. Please note that not all roles are eligible to participate in the LTI program, and not all roles are eligible for equity under the LTI plan. RSU awards are also available to eligible new hires, subject to Sandisk's Standard Terms and Conditions for Restricted Stock Unit Awards. We offer a comprehensive package of benefits including paid vacation time; paid sick leave; medical/dental/vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee assistance program; other voluntary benefit programs such as supplemental life and AD&D, legal plan, pet insurance, critical illness, accident and hospital indemnity; tuition reimbursement; transit; the Applause Program; employee stock purchase plan; and the Sandisk Savings 401(k) Plan. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Compensation Range: Annual Salary: $20.00 - $21.63 If you love helping others, thrive in a collaborative, fast-paced environment, and find joy in making a real impact, this is the role for you! Our Academic and Finance Advisor role is a full-time work-from-home opportunity. Apply today! As an Academic and Finance Advisor at National University, you'll be a trusted partner and go-to resource for students throughout their academic journey, providing academic and financial assistance. You'll spend your day connecting with students through calls, emails, texts, and chats, answering questions, celebrating wins, and helping them overcome challenges that may impact their progress toward graduation. AFAs are problem solvers, motivators, and trusted partners who make sure every student feels supported on their journey to graduation. Essential Functions: Manage assigned student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools. Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success. Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards. Advise students on financial aid requirements, university policies, and changes to their course of study. Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables. Maintain professionalism while supporting escalated students and delivering University communications. Participate in team meetings, trainings, and departmental or special projects, contributing to a positive and collaborative work environment. Maintain regular and reliable attendance, and perform other duties as assigned. Requirements: Education & Experience: Bachelor's degree preferred. Minimum of one (1) year of experience in advising, customer service or related is required. Experience in student services or training and development in a collegial setting preferred. Experience working in a fast-paced customer or student-centric position preferred. Experience in higher education and technology-driven enterprise preferred. All skills, abilities, and education will be considered for minimum qualifications. Competencies/Technical/Functional Skills: Knowledge of academic and business practices in an online university environment. Knowledge of University policies, procedures, and updates. Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students. Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines. Understanding of financial aid programs, the FDCP Act, and standard payment practices. Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting. Maintains confidentiality and integrity in all interactions and documentation. Skilled in written communication, report preparation, and the use of technology for online engagement. Collaborative team player who contributes to a positive and productive work environment. Knowledge of and alignment with the University's mission, vision, and goals. Proficient in Microsoft Office. Must be eligible to receive access to the National Student Loan Data System (NSLDS What We Offer In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities. Location: Remote, USA #LI-Remote Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here. National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals. National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.

AffirmedRx is on a mission to improve health care outcomes by bringing clarity, integrity, and trust to pharmacy benefit management. We are committed to making pharmacy benefits easy to understand, straightforward to access and always in the best interest of employers and the lives they impact. We accomplish this by bringing total clarity to business practices, leading with clinical approaches, and utilizing state-of-the-art technology. Join us in improving health care outcomes for all! We promise to do what's right, always. Position Summary: The Accounting/Finance Intern will be a highly motivated individual who will get hands on experience in financial analysis, accounting operations, and business decision-making while working closely with the finance team to support daily operations, financial reporting, and process improvements. This internship is an excellent opportunity for a student or recent graduate to gain practical, real-world experience in corporate finance and accounting. What you will do: Financial Analysis and Reporting: Assist in analyzing financial data, identifying trends, and providing insights to support business decision-making Support the preparation of financial reports, statements, and presentations for internal stakeholders Accounting Operations and Month-End Close: Assist with month-end close activities, including reconciliations and journal entries Help with accounts payable/receivable processes, including invoice processing and vendor management Budgeting, Forecasting, and Process Improvements: Participate in budgeting and forecasting activities Identify opportunities to enhance financial processes and support implementation efforts Help automate processes to improve efficiency Cross-Functional Collaboration and Special Projects: Work closely with various departments to support financial operations and decision-making Collaborate on special projects and process improvement initiatives Participate in project-related activities Documentation and Compliance: Develop and maintain Standard Operating Procedures (SOPs) Ensure accuracy and compliance with company policies in financial recordkeeping Perform other ad hoc duties as assigned by the finance team What you need: Currently enrolled in or recently graduated with a degree in finance, accounting, economics, or related field Basic knowledge of GAAP and financial reporting (preferred) Strong analytical and problem-solving abilities, with a keen attention to detail Proficiency in Microsoft Excel and familiarity with financial software and tools Excellent organizational skills and the ability to manage multiple tasks effectively Strong communication and interpersonal skills, with the ability to collaborate in a team environment Self-motivated with the ability to work independently and adapt to new challenges A proactive mindset with a willingness to learn and contribute to the team's success What you get: Gain hands on experience in financial reporting and accounting operations Develop accounting skills through real-world projects, mentorship, and learning opportunities in a dynamic, fast-paced environment Collaborate with accounting professionals and cross-functional teams to build valuable industry connections Contribute to process improvements and efficiency initiatives within the finance department Gain experience working with accounting software, ERP systems, and financial analysis tools Work alongside a supportive finance team that values input, encourages contributions, and fosters continuous learning Other Position Details: $17 - $18 per hour, depending on experience 25-40 hours per week (flexible, Monday through Friday, based on scheduling) 2 full months - June 1st, 2026 through August 7 th , 2026 End of internship presentation to company leadership (last week) First round interviews will begin in mid-January Note: AffirmedRx is committed to providing equal employment opportunities to all employees and applicants for employment. Remote employees are expected to maintain a professional work environment free of distractions to ensure optimal performance and collaboration

Summer Intern - Finance Schaumburg, IL - Flexible Hybrid Schedule The American Society of Anesthesiologists (ASA) is currently hiring a Summer Intern for Finance located in our corporate headquarters in Schaumburg, IL. This part-time, seasonal position will offer challenging work/project(s) within an exciting industry. The Summer Intern will have the opportunity to work alongside experienced Association professionals in a flexible, innovative, mission-driven, and member-centric environment. Internship Responsibilities: This position will serve as the Finance liaison for 2-3 departments. Will be responsible for variance analysis, forecasting, budgeting, communication, etc. around these departments. Intern will have responsibility for completing parts of the Key Financial Indicators report and Finance Monthly Memo. Will perform ad-hoc analysis around education product revenue. The summer internship period aligns with the 4+8 forecast and 2026 budget so there will be opportunities to have responsibilities aligned with those processes. Internship Qualifications: Junior/Senior status preferred. Relevant coursework (intro to Finance, Accounting, Business, and/or Economics). Understanding of foundational financial concepts including: income statement, balance sheet, revenue, expense. Computer proficiency in MS Office including familiarity with MS Excel (pivot tables, xlookups, sumifs, etc.). Good communication skills and problem-solving skills. Internship Details: Paid internship. 10-12-week commitment (during summer). Interns will work approximately 25-29 hours per week. Interns will be closely managed/mentored by their hiring manager. Interns will receive feedback regarding their work and performance. Internship Eligibility: Students must be enrolled in a college/university. Students must interview with Human Resources and the Manager/Director who will be responsible for overseeing the work. Students must intern in an area which is related to their academic major and degree. About ASA: The American Society of Anesthesiologists (ASA) team provides education, resources, and advocacy to help our members improve the experience and safety of patients in their care. You can be a part of this important work-join more than 160 change-makers, collaborators, and advocates as we continually work towards excellence. We live our core values of collaboration, dedication, commitment, and improvement every day. And we know that diversity in the way we look, think, learn, and live makes everything ASA does better. Our policies, culture, and people strengthen this commitment every day. As a result, ASA has been named one of the Best and Brightest Companies to Work For in Chicago and the Nation for the past nine years. Position Compensation: This position is an hourly or exempt/salaried position. The pay for this position is $16.00 per hour (undergraduate) and $18.00 per hour (graduate program). This position is not eligible for benefits or a yearly bonus/incentive.

Career CategoryCollege JobJob DescriptionJoin Amgen's Mission of Serving Patients At Amgen, if you feel like you're part of something bigger, it's because you are. Our shared mission-to serve patients living with serious illnesses-drives all that we do. Since 1980, we've helped pioneer the world of biotech in our fight against the world's toughest diseases. With our focus on four therapeutic areas -Oncology, Inflammation, General Medicine, and Rare Disease- we reach millions of patients each year. As a member of the Amgen team, you'll help make a lasting impact on the lives of patients as we research, manufacture, and deliver innovative medicines to help people live longer, fuller happier lives. Our award-winning culture is collaborative, innovative, and science based. If you have a passion for challenges and the opportunities that lay within them, you'll thrive as part of the Amgen team. Join us and transform the lives of patients while transforming your career. MBA Intern - Finance & Strategy Leadership Development Program (Summer 2026) What You Will Do Let's do this. Let's change the world. During this program, you will have the opportunity to partner with Amgen's organizational leaders and gain exposure and access across numerous functional areas within Finance & Strategy. This program is a key pipeline for leadership hires at Amgen, which allows you the opportunity to receive mentoring and exposure to executive-level leadership from internship start to finish. Own the execution of a timely, relevant project tied directly to our strategic and tactical goals while building a highly differentiated toolkit of financial and technical skills to use over the course of your career with Amgen and beyond. Apply critical thinking in a fast paced, high-profile role in an impactful and exciting industry, as you gain exposure to the cross-functional nature of our business and roles. Engage in a week-long multidisciplinary case study project that will expose you to different aspects of our business including revenue and expense forecasting, operations and sales and marketing. Successful completion of the summer experience will enable you to be evaluated for a full-time position in the FSLDP post-graduation. A full-time MBA hire will participate in the 3-year Finance and Strategy rotational program. What We Expect of You We are all different, yet we all use our unique contributions to serve patients. The passionate and driven individual we seek exemplifies these qualifications: Basic Qualifications: Amgen requires that all individuals applying for a grad internship or a co-op assignment at Amgen must meet the following criteria: 18 years or older Graduated with a bachelor's degree from an accredited college or university Currently enrolled in an MBA program for an MBA internship from an accredited college or university and completion of the first year of MBA program (at a minimum) before the internship starts Enrolled in an accredited college or university following the potential internship or co-op assignment Must not be employed at the time the internship starts Student must be located in the United States for the duration of the internship Preferred Qualifications: Undergraduate GPA of 3.0 or higher. Strong strategic and analytical thinking with effective quantitative and problem-solving skills. Strong oral and written communication skills and presentation skills. Excellent interpersonal skills with the ability to work well in teams, interact with all levels of management and contribute to an atmosphere of belonging. Experience and/or curiosity about Corporate Finance. What You Can Expect of Us As we work to develop treatments that take care of others, we also work to care for your professional and personal growth and well-being. From our competitive benefits to our collaborative culture, we'll support your journey every step of the way. The base pay range for this opportunity in the U.S. is $40 - $40 per hour. Build a network of colleagues that will endure and grow throughout your time with us and beyond. Bring your authentic self to the table and become the professional you're inspired to be through accepting a culture that values the diversity of thought and experience and will flex to your strengths and possibilities. Participate in executive and social networking events, as well as community volunteer projects. Apply now and make a lasting impact with the Amgen team. careers.amgen.com Please search for Keyword R-223442 In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Application deadline Amgen does not have an application deadline for this position; we will continue accepting applications until we receive a sufficient number or select a candidate for the position. As an organization dedicated to improving the quality of life for people around the world, Amgen fosters an inclusive environment of diverse, ethical, committed and highly accomplished people who respect each other and live the Amgen values to continue advancing science to serve patients. Together, we compete in the fight against serious disease. Amgen is an Equal Opportunity employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other basis protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. . Salary Range -

About the role We are seeking an intern to work closely with our highly talented team and help shape Armada's strategic direction. This unpaid internship program is designed for finance students aiming to complement their academic learning with practical, hands-on experience in the field. Interns will collaborate with seasoned employees, gaining valuable insights into real-world applications of finance principles. Main Responsibilities Financial modeling & forecasting: Assist with building and maintaining financial models, forecasting revenue and expenses Strategic analysis: Conduct market research and analysis to support informed decision-making Budgeting & variance analysis: Participate in the budgeting process, analyze variances to identify trends and partner cross-functionally with Product and Sales in identifying cost optimization opportunities Support finance and GTM strategy: Participate in new initiatives, conduct ad-hoc analysis, and identify areas for process improvement You're a great fit if you: A go-getter with a growth mindset. You're intellectually curious, have strong business acumen, and actively seek opportunities to build relevant skills and knowledge A detail-oriented problem-solver. You can independently gather information, solve problems efficiently, and deliver results with a "get-it-done" attitude Thrive in a fast-paced environment. You're energized by an entrepreneurial spirit, capable of working quickly, and excited to contribute to a growing company A collaborative team player. You focus on business success and are motivated by team accomplishment vs personal agenda Highly organized and results-driven. Strong prioritization skills and a dedicated work ethic are essential for you Preferred Qualifications Currently enrolled in a bachelor's or master's degree program in Finance, Accounting, Economics, or a related field Advanced financial modeling skills (three statement model, valuation, and pricing analyses) Strong proficiency in Microsoft Office Suite (Excel is a must) Strong communication skills and sense of ownership SaaS experience or knowledge applicable key metrics (ARR, MRR, CAC, Churn, LTV, Pipeline) strongly preferred While this internship is unpaid, it provides valuable experience that can enhance your eligibility for future opportunities at Armada based on the company's needs. This is a remote opportunity for candidates who are based in the United States, with the exception of California, Alaska, and Hawaii. Our Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Our Company makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Who We Are At C.A. Carlin, we take brands to new heights. We are one of the leading privately held sales agencies in the industry. Thanks to nimble growth and associations with our operating partners, C.A. Fortune and C.A. Ferolie, we have built brand value that is unlike any other in the CPG industry. What We Do Since our start in 1962, we have built industry relationships on the foundation of trust and action. We turn information into insight. We convert insight into programs. We drive programs that consistently deliver results to our clients, on their timeline. We have more than 300 associates and multiple offices throughout the country. We represent top brands in many categories such as confection, snack, grocery, beverage, frozen, dairy etc. Overview of the Role The Finance Intern, provides hands-on exposure to financial planning and analysis through involvement in financial planning, forecasting, and performance analysis, offering insight into how finance supports strategic and operational decision-making across the organization. Interns will work with real financial data, develop an understanding of key performance drivers, and contribute to FP&A-driven projects and business performance initiatives that support both short-term objectives and longer-term planning efforts. Throughout the internship, interns will collaborate with members of the finance team and gain visibility into how financial information flows across the business. As part of this experience, interns will also support core financial reporting activities, including monthly sales reporting and the month-end close process, gaining practical experience in how financial results are prepared, reviewed, and communicated to leadership. Hybrid; Schaumburg IL in office 3-4 days a week Internship length: Late May/ Early June to Early/Mid August Pay: $17/hour At C.A. we're not looking for perfection, just people that want to commit to a us and grow their careers long-term. We are on a mission to build better brands for consumers and their families. If you're looking for a sign to apply, here it is! What You'll Do at C.A. Carlin Work alongside the finance team on planning, reporting, and analysis Analyze financial data to support business decisions Contribute to finance projects and process improvements Help prepare monthly financial reports and sales summaries Assist with month-end close activities Complete various tasks provided by direct report/Intern manager Miscellaneous duties as assigned What You Should Bring to the Table Basic computer and email ability required; willing to accept training Comfortable following instructions and documenting your work. Reliable, eager to learn, and able to work well with a small team. Perks Competitive pay Career development opportunities Summer hours (half day Fridays from Memorial Day thru Labor Day) Work from home flexibility Come As You Are C.A. is committed to making our company more inclusive. Diversity fuels our innovation and better connects us to our clients, our colleagues, and our communities. Based on research, we know that women and other marginalized groups tend to apply to roles only when their experience perfectly matches the job description. That said, we encourage you to apply if you meet the majority of qualifications, especially if this role aligns with your career trajectory.

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually

Summer 2026 Internship Opportunity The Finance Intern at Mt. Cuba Center supports the Finance & Operations team with day-to-day financial and administrative activities while gaining exposure to nonprofit financial management within a mission-driven organization. This role is designed to provide meaningful, hands-on experience allowing the candidate to contribute to real operational work while developing practical skills in budgeting, financial analysis, reporting, and process improvement. Essential Functions of the Role The Finance Intern supports the Finance & Operations team with routine financial and administrative activities while participating in a structured, educational internship. The intern assists with financial data entry, reconciliations, budget tracking, reporting, and special projects that emphasize learning and skill development as a valued member of the Finance team. The internship provides meaningful, hands-on exposure to nonprofit financial management, internal controls, and responsible financial stewardship, while allowing academic concepts to be applied in a real-world setting. Training, mentorship, and regular feedback are integral components of the role, ensuring that the experience is educational in nature and benefits the intern. Qualifications and Skills Preferred Qualifications: Current undergraduate or graduate student pursuing a degree in Finance, Accounting, Business Administration, Economics, or a related field, or a recent graduate seeking practical experience in nonprofit finance. Strong analytical and quantitative skills, with the ability to work accurately with financial data. Proficiency in Microsoft Excel, Power BI, and general familiarity with Microsoft Office applications; ability to learn new financial systems and tools. High level of attention to detail, organization, and follow-through. Ability to maintain confidentiality and exercise discretion when working with financial and organizational information. Ability to manage multiple tasks, meet deadlines, and work independently with appropriate supervision. Learning Outcomes Interns will develop: A practical understanding of nonprofit financial operations, including budgeting, expense management, and financial reporting. Exposure financial planning and analysis within a mission-driven, operating foundation environment. Applied skills in data analysis, reconciliation, and the use of financial systems and spreadsheets to support decision-making. Increased confidence in translating academic concepts into real-world financial and operational applications. About the Role: Compensation & Schedule Compensation: $17.00 per hour Duration: May 18 through August 21, 2026 Schedule: 40 hours per week, Monday through Friday Location: Mt. Cuba Center, Hockessin, Delaware Benefits include paid holidays and sick time Housing is not provided Interview & Hiring Process We require the following to consider your application: Resume Cover letter [required] If you progress through additional stages in the hiring process you can expect to: Complete the online position questionnaire Complete a virtual screening interview Participate in a final interview with the Hiring Manager and interview panel Please note: All applications will be reviewed by our team, and all candidates will receive a status update via email after their application has been reviewed. Due to capacity constraints on our hiring team, we are unable to provide you with a specific status update beyond these parameters. Recruitment Timeline: Application deadline: January 16, 2026 Application review begins: Week of January 19, 2026 Final decisions communicated: Mid-February 2026 Commitment to Diversity Mt. Cuba Center is committed to diversity and inclusivity. We encourage qualified candidates from all cultures and communities to apply. For accommodation or assistance with your application, please email careers[a]mtcubacenter.org.