Financial Sales Representative at Northwestern Mutual - Cincinnati & Dayton, Ohio
Employer: Northwestern Mutual - Cincinnati & Dayton, Ohio Expires: 05/22/2026 Summer Career Opportunity -Full training and mentorship program in sales, finance, leadership, and entrepreneurship in West Chester, Ohio 45069Things have changed in the past year and so have you. It’s time to be bold, build something, and make a difference right here in our local communities.This summer, you have the chance to join our team and embark on a journey of significant impact. We understand this drive and know you can build a sustainable career with profound influence. It’s happening throughout our firm, and you can make a career move that redefines your approach to work and the legacy you leave. If this resonates with you, submit your resume for consideration in our selection process.As a Financial Advisor:Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership.Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles.Influence – presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire.Collaborate - A supportive network of like-minded individuals who are dedicated to pushing boundaries and achieving their best every day.How You Will Build Your Business:Receive personalized coaching and market development resources, along with financial support for professional designations and certifications.Establish impactful networks within the West Chester community and learn how to authentically build referral connections.Develop and maintain long-term client relationships.Provide customized financial strategies and solutions through holistic financial planning.Broaden and deepen your skillset through ongoing professional development and joint work.Design your roadmap to leadership and specialized roles.No financial advising experience required. Change your career while making an impact.We're looking for individuals who embody the following qualities:Reliability, integrity, and a commitment to ethical practices.Exceptional communication skills and a natural ability to build strong relationships.A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader.A willingness to learn, adapt, and thrive in a dynamic and challenging environment.Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities.Northwestern Mutual: Asset and Income Protection – Education Funding – Investment and Advisory Services – Trust Services – Retirement Solutions – Business Needs AnalysisCompensation and BenefitsCompensation and commission structure to support early development.Renewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more.Retirement Package and Pension PlanMedical, Dental, Vision, Life Insurance and Disability Income InsuranceFamily Financial PlanningYou could be right for this opportunity if you have:4-year degree or equivalent professional work experienceEntrepreneurial ambitionsExperience building and maintaining meaningful relationshipsInterpersonal skills for success in client facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipSales experience preferredAbout Us:For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!Why join Northwestern Mutual:Fortune 100 company (2021) Currently 110Forbes' Best Employers for Diversity (2018-2020)Top 10 US Independent Broker-Dealers#1 Among Life Insurers Most Admired Companies for Financial SoundnessBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2025)$350 billion (retail investment client assets held or managed)THIS JOB IS LOCATED IN WEST CHESTER OHIO, 45069Job Type: Full-timeBenefits: Dental insuranceFlexible scheduleHealth insuranceParental leaveVision insurance
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College Financial Representative Internship Program at Northwestern Mutual - Pittsburgh, PA
Employer: Northwestern Mutual - Pittsburgh, PA Expires: 06/06/2026 Northwestern Mutual College Financial Representative Program College Financial Representative Interns at Northwestern Mutual Pittsburgh help their clients live more and worry less through our unique approach to holistic financial planning.Our interns, who come from a variety of academic backgrounds, begin to build their own financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people’s lives by helping them achieve financial freedom. Here, hard work pays off!About Northwestern Mutual:Northwestern Mutual has been helping families and businesses achieve financial security for 167+ years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 5.1 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $355 billion of client assets as a part of its wealth management and investment services.Our internship program allows you to:-Build your client base through prospecting and networking-Call on your own potential clients and set meetings to understand their financial goals-Prepare plans and offer useful recommendations-Gain exposure to planning software platforms-Get licensed with your Life, Accident, and Health insurance license-Participate in weekly coaching, training, and development learnings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship?Full-time student: juniors and seniors preferredEntrepreneurial and curiosity for sales roles within Financial ServicesHighly involved on campus (leader, campus orgs, student government, etc)Excellent time-management skillsInterest in financial literacy and planning toolsBusiness savvyCompensation & BenefitsCommissions (uncapped)Productivity incentivized compensationObtain your Life, Accident, and Health CertificationSupport for additional insurance licensing (DI, LTC)Support for SIE, Series 6, Series 63 registrations (eligibility required) About UsFor over 167 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes! Why join Northwestern Mutual:#90, Fortune 100 company (2024)Top 5 Internship for Financial Services, Vault Guide to Top Internships 20254.75+ million clients and growing$355 billion AUM (retail investment client assets held or managed) Forbes' Best Employers for Diversity (2018-2025)Unsurpassed financial strengthBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2024)
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Mutual Funds & Annuities Associate at Prudential Financial
Employer: Prudential Financial - Prudential Financial Expires: 05/21/2026 Investment Management - Investment Operations Prudential has an exciting opportunity for a dynamic, results-oriented individual who is interested in challenging work, the ability to influence business partner relationships and client outcomes and contribute to the success of one of the world’s most admired companies. The New Business Case Management organization plays a key role working with internal and external business partners to facilitate the processing of annuity applications to promote an outstanding producer and customer experience. As a member of this high-performing team of Account Representatives, you will be part of a collaborative, faced paced environment and have the opportunity to build a successful career with Prudential, a recognized leader in financial services. Responsibilities Include:Demonstrate ownership, urgency, and responsiveness in assisting producers (Brokerage General Agency Staff, Financial Advisors, etc.) and internal sales team with service-related requests, via telephone and e-mailCarefully manage new business cases through the new business process to ensure successful placement of the businessAnticipate producer needs and provide creative alternatives to service requestsPartner with Internal Divisions to ensure excellent service is consistently provided, and often serve as the liaison between external customers and internal functional groupsActively share service and process improvement ideas, contributing to a culture of continuous improvementsProvide Leadership with regular updates on key/critical cases Qualifications:Ability to work 10:00AM-6:00PM EST. Training will be 9:00AM - 5:00PM EST for 6-8 weeks in-person at the Jacksonville office located at 701 San Marco Blvd, Jacksonville, FL 32207.A desire to work occasional overtime.Bachelor’s degree or equivalent work experience preferred.1-2 years previous customer service experience is desired.Annuities experience preferred. Case management experience preferred but not required.Strong written and verbal communication skills.Good organizational skills.Ability to handle multiple priorities. Additional Requirements:This position will work remotely after the training period; therefore new hires must be able to provide the following:Subscribe to internet service provider plan with at least 25 Mbps download speeds. You must be willing to troubleshoot any issues or outages with your home internet service, contacting your service provider as necessary. Must have the capability to handle calls with a cell phone (would need to have unlimited data and minutes) or a landline. Your personal phone number will not be identified to customers.Quiet area in your home with minimal distractions and noise free.Reliability and Dependability throughout our extensive training program is required.
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CREDit Ratings Analyst Intern - Americas Public Finance (#321325) at S&P Global
Employer: S&P Global Expires: 05/21/2026 About the Role: Grade Level (for internal use):05About the Role: CREDit Ratings Analyst Intern - Americas Public Finance About the Role:Join us at S&P Global Ratings, the world’s leading provider of credit ratings. The opportunity provides the chance to embark on a dynamic 10-week summer training and development journey that begins in June 2026. Our program offers unparalleled opportunities for growth, learning, and collaboration. The Practice: Americas Public Finance is focused on determining the ratings of municipalities which includes rating of States, local governments, higher education institutions, infrastructure, healthcare and more. The practice is spread across the US and operates out of Boston, New York, Chicago, Dallas, Denver, and San Francisco. CREDit analysts within USPF have the opportunity to work across the practice with different teams other than their assigned group, and regularly attend municipal forums to gain insight to their industries. Common work includes data entry and analysis, deal prep, attending management meetings, presenting in committees, contributing to writing thought leadership pieces to be published, assisting with annual projects such as median reports, and more.Responsibilities and Impact:Learn and understand ratings criteria and methodology Assist with preparing required documents for rating committee and issuer management meetings Work with assigned summer intern project teams to successfully complete and present during mock ratings committee Provide timely and accurate quarterly financial statistics and data analysis Assist in reporting, research, presentations and modelling Support the team on improvement in execution and ad-hoc writing projects. Compensation/Benefits Information: (This section is only applicable to US candidates)S&P Global states that the anticipated base salary range for this position is $25 to $35. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.This role is not eligible for additional compensation such as an annual incentive bonus or sales commission plan. What We’re Looking For:Basic Required Qualifications:Fully matriculated students with anticipated undergraduate graduation date in Fall 2026 or Spring 2027All majors welcome; Accounting, Business Administration, Economics, Engineering, Finance, Financial Engineering, Math, Public Policy, Quantitative Analysis, Data and Statistics majors preferredAdept with Excel and other Microsoft Office products (Word, Outlook, PowerPoint).Ability to conduct independent analysis and research, showing initiative and resourcefulness. Strong relationship-building skills, emphasizing collaboration and effective communication with team members. Strong storytelling skills, able to take complex data insights and turn them into engaging narratives that resonate with and inform our stakeholdersDemonstrated problem-solving, time-management, attention to detail, and organizational abilities.A proactive mindset and adaptability, essential for thriving in a dynamic environment influenced by advancements in artificial intelligence and technology. Utilize AI technologies to analyze large datasets and derive actionable insights, integrating them into existing analytical frameworks.Additional Preferred Qualifications:Background in Public Policy or related fields Right to Work Requirements:This role is limited to persons with indefinite right to work in the United States. All employees are required to work from the office a minimum of 2 days per week. We require all candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global Ratings office. This must be completed before we can proceed to an offer. About S&P Global RatingsAt S&P Global Ratings, our analyst-driven credit ratings, research, and sustainable finance opinions provide critical insights that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with conviction. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions.S&P Global Ratings is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today.For more information, visit www.spglobal.com/ratings What’s In It For You? Our Mission:Advancing Essential Intelligence. Our People:We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values:Integrity, Discovery, PartnershipThroughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.Benefits:We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.Our benefits include: Health & Wellness: Health care coverage designed for the mind and body.Flexible Downtime: Generous time off helps keep you energized for your time on.Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global:At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. S&P Global has a Securities Disclosure and Trading Policy (“the Policy”) that seeks to mitigate conflicts of interest by monitoring and placing restrictions on personal securities holding and trading. The Policy is designed to promote compliance with global regulations. In some Divisions, pursuant to the Policy’s requirements, candidates at S&P Global may be asked to disclose securities holdings. Some roles may include a trading prohibition and remediation of positions when there is an effective or potential conflict of interest. Employment at S&P Global is contingent upon compliance with the Policy. Recruitment Fraud Alert:If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ----------------------------------------------------------- Equal Opportunity EmployerS&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: Know Your Rights: Workplace discrimination is illegal -----------------------------------------------------------203 - Entry Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), RATNGS203 - Entry Professional (EEO Job Group)
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CREDit Ratings Analyst Intern - Structured Finance (#321324) at S&P Global
Employer: S&P Global Expires: 05/21/2026 About the Role: Grade Level (for internal use):05About the Role: CREDit Ratings Analyst Intern - Structured Finance About the Role:Join us at S&P Global Ratings, the world’s leading provider of credit ratings. The opportunity provides the chance to embark on a dynamic 10-week summer training and development journey that begins in June 2026. Our program offers unparalleled opportunities for growth, learning, and collaboration. The Practice: S&P’s Structured Finance (SF) division analyzes credit risk of debt instruments backed by an isolated pool of assets. The division is split into four main sectors, based off of the type of assets which back their respective debt-issuances: Asset-Backed Securities, Residential Mortgage Backed Securities, Commercial Mortgage Backed Securities, and Collateralized Loan Obligations. SF credit analysis is unique in that it is not focused upon the credit risk of a company with ongoing operations; instead, SF analysts generally rate to the cash flow and credit risk characteristics of the asset pool backing a set of securities, as well as the legal/structural risks relating to the structures which companies use to isolate these assets.Responsibilities and Impact:Learn and understand ratings criteria and methodology Assist with preparing required documents for rating committee and issuer management meetings Work with assigned summer intern project teams to successfully complete and present during mock ratings committee Provide timely and accurate quarterly financial statistics and data analysis Assist in reporting, research, presentations and modelling Support the team on improvement in execution and ad-hoc writing projects. Compensation/Benefits Information: (This section is only applicable to US candidates)S&P Global states that the anticipated base salary range for this position is $25 to $35. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.This role is not eligible for additional compensation such as an annual incentive bonus or sales commission plan. What We’re Looking For:Basic Required Qualifications:Fully matriculated students with anticipated undergraduate graduation date in Fall 2026 or Spring 2027All majors welcome; Accounting, Business Administration, Economics, Engineering, Finance, Financial Engineering, Math, Public Policy, Quantitative Analysis, Data and Statistics majors preferredAdept with Excel and other Microsoft Office products (Word, Outlook, PowerPoint).Ability to conduct independent analysis and research, showing initiative and resourcefulness. Strong relationship-building skills, emphasizing collaboration and effective communication with team members. Strong storytelling skills, able to take complex data insights and turn them into engaging narratives that resonate with and inform our stakeholdersDemonstrated problem-solving, time-management, attention to detail, and organizational abilities.A proactive mindset and adaptability, essential for thriving in a dynamic environment influenced by advancements in artificial intelligence and technology. Utilize AI technologies to analyze large datasets and derive actionable insights, integrating them into existing analytical frameworks.Additional Preferred Qualifications:Background in engineering or related technical fieldsExperience with programming languages such as Python, C++, R, VBA, and/or MATLAB, showcasing technical proficiency.Familiarity with AI technologies or tools, including Machine Learning Algorithms, Natural Language Processing Tools, and/or Robotic Process Automation, reflecting a forward-thinking approach. Right to Work Requirements:This role is limited to persons with indefinite right to work in the United States. All employees are required to work from the office a minimum of 2 days per week. We require all candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global Ratings office. This must be completed before we can proceed to an offer. About S&P Global RatingsAt S&P Global Ratings, our analyst-driven credit ratings, research, and sustainable finance opinions provide critical insights that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with conviction. By bringing transparency to the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments, and institutions.S&P Global Ratings is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today.For more information, visit www.spglobal.com/ratings What’s In It For You? Our Mission:Advancing Essential Intelligence. Our People:We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values:Integrity, Discovery, PartnershipThroughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.Benefits:We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.Our benefits include: Health & Wellness: Health care coverage designed for the mind and body.Flexible Downtime: Generous time off helps keep you energized for your time on.Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries Global Hiring and Opportunity at S&P Global:At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. S&P Global has a Securities Disclosure and Trading Policy (“the Policy”) that seeks to mitigate conflicts of interest by monitoring and placing restrictions on personal securities holding and trading. The Policy is designed to promote compliance with global regulations. In some Divisions, pursuant to the Policy’s requirements, candidates at S&P Global may be asked to disclose securities holdings. Some roles may include a trading prohibition and remediation of positions when there is an effective or potential conflict of interest. Employment at S&P Global is contingent upon compliance with the Policy. Recruitment Fraud Alert:If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ----------------------------------------------------------- Equal Opportunity EmployerS&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: Know Your Rights: Workplace discrimination is illegal -----------------------------------------------------------203 - Entry Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), RATNGS203 - Entry Professional (EEO Job Group)
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Operations Associate at FCF Group Holdings LLC
Employer: FCF Group Holdings LLC Expires: 05/21/2026 FOG Equities LLC is looking for a driven, dependable, and detail-oriented Operations Associate to support our Institutional Equity Desk. This role involves a mix of trade data entry, compliance support, and day-to-day coordination across all operations. You’ll be working closely with our brokers, operations team, and compliance staff in a high-pressure fast-paced environment with a focus on composure and attention to detail. Strong communication and organizational skills are a must. This role offers the opportunity for growth and potential advancement within the organization.What You’ll Do:Review and resolve prior day trade and compliance issues before market open.Input trade data during the day into our Order Management Systems (OMS) to help meet compliance needs.Work with brokers to identify and correct any trade errors; follow up with clients and NYSE support as needed.Support our Compliance Team with research, reports, and handling requests from regulators and exchanges.Keep records and files organized and up to date.Pitch in on general office tasks as needed.What We’re Looking For:Bachelor’s degree, ideally in Finance or a related field.Passed FINRA SIE exam.Willingness to complete FINRA Series 7 exam within 6 months of hire.Able to manage multiple tasks effectively in a fast-moving environment.Proficiency with Excel, experience with Visual Basic Macros a plus.OMS platform experience is a plus.Reliable, fast learner, detail-focused, and a good communicator.
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Research Assistant at Investment Company Institute
Employer: Investment Company Institute Expires: 05/21/2026 The Investment Company Institute (ICI) is the leading association representing regulated investment funds, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in Europe, Asia, and other jurisdictions. ICI also represents its members on issues involving the capital markets, separately managed accounts (SMAs) and collective investment trusts (CITs). ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor.ICI currently has a Research Assistant position available in our Statistical Research department. This is an excellent entry-level opportunity for an individual who has an interest in economics or finance as this person is responsible for the collection and verification of data from investment companies for on-going surveys. Essential functions of this role include:Work with contacts at mutual fund companies to collect data on a timely basis.Organize and manipulate data files using Excel.Load files into the database and perform data entry as necessary.Review and analyze industry statistics, which involves identifying discrepancies.Research discrepancies and communicate with contacts in order to resolve data issues.Meet regular deadlines, including those for processing data, quality checks, and researching anomalies.Assist on a variety of projects by calling for data, responding to telephone requests and other duties as assigned.If you have the following credentials, we encourage you to apply: Undergraduate degree in finance/accounting, business, economics or related field.Attention to detail and accuracy.Good organizational and analytical skills.Demonstrated ability to follow through and resolve issues. Ability to multitask and meet rigid deadlines.Excellent communication skills needed to develop and maintain cooperative working relationships with member contacts and departmental staff.Demonstrated ability to use computer programs and to work accurately with statistics.Experience working with datasets in Excel, Access, SAS or similar software preferred. ICI offers a competitive compensation and benefits package. Compensation is based on several factors, including, but not limited to, qualifications for the position, experience, education, and internal peer compensation comparisons. Base pay is one component of ICI’s total compensation, which also includes a comprehensive medical plan, generous 401(k) retirement savings plan, paid leave, commuting subsidies, and tuition reimbursement as well as training and development opportunities.Based in Washington, DC, ICI is conveniently located next to McPherson Square Metro station. This is a hybrid position with three days in the office and two working from home. To be considered for this position, please provide your cover letter, resume, and transcript.ICI is an Equal Opportunity Employer that values diversity and inclusion in the workplace.
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Financial Services Professional at New York Life Insurance Company - Nassau General Office
Employer: New York Life Insurance Company - Nassau General Office Expires: 05/13/2026 Financial Services Professional (Entrepreneurial Career Track)New York Life – Uniondale, NY (Hybrid)Launch your career as a business owner — backed by a Fortune 100 company.New York Life is seeking motivated recent graduates who want more than a traditional entry-level job. As a Financial Services Professional, you’ll build your own client base, develop long-term relationships, and create customized financial strategies for individuals and families.This is a performance-driven career with structured training, mentorship, and unlimited income potential.What You’ll Do:Build and develop your own practiceDevelop financial plans focused on protection and retirementEducate clients and deliver tailored solutionsComplete professional licensing with company supportWhat We Offer:Comprehensive training and mentorshipTraining allowance + commissions + performance bonusesLeadership advancement opportunitiesLong-term career growth with a 180+ year industry leaderIdeal Candidates:Recent graduates (all majors considered)Entrepreneurial, competitive, and goal-orientedStrong communicators with a desire to build a careerIf you want ownership, accountability, and income tied to performance — not just a salary — apply today. Saverio Sal Rabasco, RecruiterAssociate Partner, New York Life Insurance CompanyNassau General Office333 Earle Ovington BlvdSuite 505Uniondale, NY 11553Mobile: 917-825-9418 Business: 516-354-5991Hearsay (516)585-2550Srabasco01@newyorklife.com
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Financial Representative (Entry-Level) → Financial Advisor Career Path at Empire Growth Partners
Employer: Empire Growth Partners Expires: 05/18/2026 OverviewStart your career in financial services with a clear path to becoming a Financial Advisor. At Northwestern Mutual - St. Louis, you’ll build relationships, develop business skills, and help clients achieve financial security. What You’ll Do: Build and grow your own client base Meet with clients to understand financial goals Recommend solutions (insurance, investments, planning) Develop long-term relationshipsLearn how to run your own financial practiceWhy This Role? Structured training + mentorship from experienced advisors Clear path to becoming a Financial Advisor Performance-based income (commissions + bonuses) Flexible schedule & entrepreneurial career track Support from a nationally recognized firmWho You Are: Background in sales, customer service, or leadership Strong communication & relationship-building skills Deep ties to your community Self-motivated and goal-oriented Interested in business, finance, or entrepreneurshipCompensation & Benefits: Performance-based earnings (commissions, bonuses, renewals) Income potential grows with your client base where first year averages are about $60,000 Dental insurance Flexible schedule Health insurance Paid time off Parental leave Vision insuranceReady to Learn More?Apply today to explore a career path where you can build a business, grow professionally, and make an impact.
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Senior Analyst, Business Development at Hudson Advisors
Employer: Hudson Advisors Expires: 05/18/2026 Position Summary: The Senior Analyst, Business Development will play a critical role in supporting fundraising, marketing, investor relations, and internal engagement initiatives. This role requires a proactive, detail-oriented individual with strong analytical and organizational skills, capable of managing multiple priorities while working closely with the Director, Business Development and Associate, Business Development. The Senior Analyst will contribute to marketing material preparation, data room management, financial analysis, investor engagement, and industry research to drive the firm’s fundraising and strategic objectives. This role offers significant exposure to fundraising, investor relations, and strategic business development. The Senior Analyst will have the opportunity to work closely with senior leadership, gaining insights into private equity fundraising, portfolio analysis, and investor engagement strategies, with a pathway to increased responsibility over time. Essential Functions: Marketing & Fundraising SupportAssist in the preparation and maintenance of marketing materials, including investor presentations, offering memoranda, strategy overviews, due diligence presentations, and fund-level cash flow forecasts.Coordinate updates across teams and ensure accuracy and consistency of investor-facing materials.Support the creation of fundraising presentations and memos, investor updates, and video content for distribution.Data Room & CRM ManagementManage data room setup, document uploads, permissions, and ongoing organization.Maintain user access lists and ensure accurate configuration for new fund launches.Support the rollout and adoption of CRM application, including process improvements, integrations (Preqin, Salesforce), and reporting.Fund Analysis & Financial ModelingAssist with preparation of fund forecasts, return analyses, and quantitative reports for investor or senior management requests.Respond to ad hoc data retrieval needs, ensuring accuracy and timeliness.Investor & Internal EngagementPrepare presentations for internal stakeholders (investor relations memos, postmortems, strategy decks, leadership updates).Support responses to internal inquiries regarding portfolio statistics and organizational data.Research & Competitive AnalysisConduct research on competitor strategies, fundraising materials, and fund terms.Develop benchmarking analyses using Preqin, PEI, PERE, and other industry resources.Maintain target lists and market intelligence to inform fundraising strategies. Required Knowledge, Skills and Abilities:Strong financial modeling and quantitative analysis skills (Excel proficiency required).Excellent written and verbal communication skills with strong attention to detail.Strong proficiency in PowerPoint; experience with Salesforce, IntraLinks, Preqin and Workiva is a plus.Ability to manage multiple projects in a fast-paced environment and work collaboratively across teams.Proactive, resourceful, and adaptable mindset. Education:Bachelor’s degree in Finance, Business, Economics, or a related field. Experience:1–2 years of experience in investment management, private equity, investment banking, consulting, or a related field. Work Environment:In-office Dallas, Texas (on-site). Travel Requirements:This position requires limited travel, if any. Desired Organizational Competencies:Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results Planning - Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals
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Bilingual Sales Professional at New York Life Insurance Company
Employer: New York Life Insurance Company Expires: 04/17/2027 Bilingual Sales ProfessionalNew York Life Insurance Company - SOUTH COAST MASSACHUSETTSNew York Life is seeking bilingual professionals who want to build an insurance & financial business with the potential to earn a significant income, set their own pace and maintain a flexible schedule. Dedicated to serving the Latino community, we are looking for people fluent in English, Spanish, or Portuguese with a great drive to succeed, the passion to make a difference and the desire to love what they do.If you've never considered a career in insurance and financial sales, that's okay!Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts.Desired Skills and ExperienceWe are seeking talented people to join our team of professionals who can help us bridge this gap by providing information about insurance and financial products offered by New York Life to the booming Latino community.By joining our team, you will become part of a nationwide team of professionals who are leaders in providing insurance, financial, estate, family and business strategies.New York Life’s licensed financial professionals are responsible for meeting people in their communities. They secure opportunities to speak with families, individuals and business owners to analyze their financial dreams and aspirations, make product recommendations and provide ongoing service through long-lasting, trust-based relationships. If you are interested in becoming a Bilingual Financial Sales Professional, please contact me at: Candrade00@newyorklife.com or (774) 526-3145. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity About this companyNew York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investors Service (Aaa), Standard & Poor's (AA+).** Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments*** provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as retail mutual funds.Please visit New York Life's Web site at www.newyorklife.com for more information.
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Accelerated Path to Management at New York Life Insurance Company
Employer: New York Life Insurance Company Expires: 05/18/2026 MUST BE ALUMNI OR GRADUATING IN THE NEXT 6 MONTHS OR LESS TO BE CONSIDERED OPPORTUNITY LOCATED IN NEW JERSEY OR NEW YORK ONLYManagement Fast Track Program.At New York Life, we’re just as passionate about helping the next generation of insurance and financial services leaders achieve their career aspirations as we are about helping our clients accomplish their financial objectives. New York Life, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world. Headquartered in New York City, we have provided insurance protection, retirement, and investment solutions to individuals, families, and businesses for over 175 years. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four major credit rating agencies.Program description and qualificationsFor our 18-month Management Fast Track Program, we’re looking for goal-driven leaders who are eager to build and develop theirown unit of financial professionals. Entrepreneurial professionals who are destined to build and lead teams join New York Life with a vision for their career and a strong sense of purpose.You may qualify for the program if you’ve completed your MBA within the past 24 months, have management experience, or haveowned a business.Ideal candidates bring a strong desire to build, lead, and impact, along with proficiency in the following areas:• Listening and presenting• Cultivating relationships• Connecting emotionally• Simplifying complex topics• Educating and coachingAs a candidate of the Fast Track Management Program, you’ll join New York Life as a financial professional to gain hands-onexperience. Once you have met the program requirements, which typically takes 12 months, you’ll be eligible for a promotion toAssociate Partner.In this management role, you’ll begin recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, a six-month intensive training designed to help ensure that you succeed when promoted to Partner.You’ll build and lead your own team with the support of a Fortune 100 company. Our development managers and productconsultants will support you in teaching your financial professionals everything they’ll need to know. And NYLIC University, one ofthe most comprehensive and well-respected training programs in the industry, offers a blended learning curriculum designed tomeet financial professionals’ needs throughout the various stages of their career.Compensation and benefitsNew York Life will value and reward your hard work. You’ll have significant income potential, because our managers’ compensationis directly aligned with their recruiting performance and the production level of their team of financial professionals. The averageannual income in 2020 among our recruiters was $240,300.Our comprehensive benefits package includes:• Health/Dental/Life/Disability• A 401(k) plan (after one year of service)• A defined benefit pension plan (subject to eligibility and vesting requirements)• Reimbursement for certain company-approved industry designations
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Financial Advisor at New York Life Insurance Company
Employer: New York Life Insurance Company Expires: 05/18/2026 MUST BE ALUMNI OR GRADUATING IN THE NEXT 6 MONTHS OR LESS TO BE CONSIDEREDOPPORTUNITY IS LOCATED IN NEW JERSEY AND NEW YORK ONLY Financial ProfessionalAre you a leader who has the following traits?• Competitive• Entrepreneurial• Coachable• Communicative• Self-disciplined• AuthenticIf yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.What we’re looking for...We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.What we offer...Training and developmentWe’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with salesincentives and professional development trips for our top performing insurance agents.Digital toolsBeyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.Products and solutionsTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services, estate planning strategies and business solutions.Human guidanceWhen you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.How we will compensate you.You have the power to determine your own income with our commission-based compensation. Across our more than 12,000 diverse agent population, the average income in 2020 was $91,351. Individual agent performance dictates this income.Additional benefits include medical, dental, vision, a 401(k) and pension.About New York Life...New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.Awards & Accolades...We’re proud of our financial strength.• A++ Superior (A.M. Best)• AAA Exceptionally Strong (Fitch)• Aaa Exceptional (Moody’s)• AA+ Very Strong (Standard & Poor’s)We’re proud of our position in the industry.• Training Magazine 2021: Top Companies for Learning and Development• Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health• JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankingsWe’re proud to be recognized by organizations that also value diversity.• 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized• LATINA Style 2019: Company of the Year• Forbes 2019: America’s Best Employers for Diversity• Diversity Inc 2018: Top 50 Companies for DiversityWe’re proud of the help we’ve provided and continue to provide our clients.• 5,500,000+ lives Protected (includes all owners of individual life insurance and annuity policies)• $5,200,000,000+ in living benefits awarded (includes life and annuity cash value accumulation and qualifyingpolicy dividends paid)• $910,000,000+ lifetime annuity paid (includes all payouts on individual income annuity products)• Over 29,000 professionals hired (includes company employees along with contracted financial professionals)New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
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Financial Crimes Compliance Analyst at Robert Half
Employer: Robert Half Expires: 05/18/2026 Financial Crimes Compliance Analyst Become a key member of the Compliance Team, focusing on protecting the integrity of the financial systems by monitoring, reviewing and analyzing alerts for potential money laundering activities. The analyst will be instrumental in insuring that our firm adheres to all applicable laws, regulations and guidelines related to Anti-Money Laundering (AML) and counter-terrorist financing (CTF). Key Responsibilities Conduct thorough investigations on alerts generated from transaction monitoring systems to identify unusual patterns or suspicious activityAnalyze client transactional behavior against expected norms and investigate inconsistencies Follow up on flagged transactions and conduct due diligence to ascertain their legitimacy Document findings in a clear and concise manner for review by senior compliance staff Coordinate with other departments to collect necessary information as needed Maintain current understanding of AML regulations and be able to apply them effectively Participate in regular training sessions to stay updated with new regulatory requirements and best practices in AML compliance Requirements Bachelor’s Degree, ideally in Accounting, Finance, Business, Economics, Legal Studies, Criminal Justice or a related field Strong analytical skills with attention to detail and accuracy Ability to work in a production environment with minimum thresholds for key performance indicators (KPIs) on a scorecard system Familiarity with technology and an ability to toggle between applications Excellent communication skills both written and verbal; the ability to communicate complex concepts Ability to work independently
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(#JR0027083) Principal Product Manager, Personal Finance at Yahoo
Employer: Yahoo Expires: 07/18/2026 Yahoo Finance is the world’s #1 finance destination, empowering investors with news, information, and tools to make financial decisions with confidence. Trusted by over 150M visitors globally each month, representing over $20 trillion dollars in investable assets, Yahoo Finance delivers high-quality real-time market data across desktop, mobile, and streaming platforms. With breaking news from thousands of sources, original editorial perspectives, objective analyst ratings and research, analytical charts and technical tools, personalized mobile alerts, and much more, Yahoo Finance equips investors with knowledge and insights to achieve financial freedom and greater prosperity. Yahoo Finance is looking for an exceptional individual to launch a full suite of Personal Finance products to better inform the financial decisions of our users. 240 million Americans come to Yahoo every month and our goal is to help each of them use tools and data to build their wealth. This is a role that will require high-level strategic vision combined with a strong bias towards action and pragmatic execution, underpinned by a deep understanding of user needs. The Role:Build products, tools and pages that will attract and retain users from SEO, Yahoo Finance, the Yahoo home page and across the Yahoo network.Understand user needs and interests across a variety of consumer financial products: Credit cards, mortgages, checking & savings, personal loans, insurance, etc. Translate strategic vision into a product roadmap, intelligent requirements and launched products.Work closely throughout the organization from ad sales, SEO, design, engineering and content to shape new products and ensure continued success of existing products.Effectively balance short-term goals and needs with long term ambitions.Drive revenue growth across product lines.Leverage AI tools to more effectively document, prototype and launch products. About YouLocation: San Francisco Bay Area strongly preferred - hybrid work environment4+ years experience as a Product Manager with a strong track record of understanding users and shipping productDeeply interested and knowledgeable about FinTech productsAble to communicate concisely combined with an eagerness to communicate readilyHighly analytical, but able to recognize that not all parts of a user journey are easily quantifiableDemonstrated experience using AI/ML tools (e.g., VertexAI, BigQuery ML) to drive business insights, revenue forecasting, or personalized user experiences.Knowledgeable about SEO, GEO and LLMs.Thoughtful about trade-offs required to ship product efficientlyRespectful and caring of fellow team members and our broader organization The material job duties and responsibilities of this role include those listed above as well as adhering to Yahoo policies; exercising sound judgment; working effectively, safely and inclusively with others; exhibiting trustworthiness and meeting expectations; and safeguarding business operations and brand integrity. At Yahoo, we offer flexible hybrid work options that our employees love! While most roles don’t require regular office attendance, you may occasionally be asked to attend in-person events or team sessions. You’ll always get notice to make arrangements. Your recruiter will let you know if a specific job requires regular attendance at a Yahoo office or facility. If you have any questions about how this applies to the role, just ask the recruiter! Yahoo is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to, and will not be discriminated against based on age, race, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other protected category. Yahoo will consider for employment qualified applicants with criminal histories in a manner consistent with applicable law. Yahoo is dedicated to providing an accessible environment for all candidates during the application process and for employees during their employment. If you need accessibility assistance and/or a reasonable accommodation due to a disability, please submit a request via the Accommodation Request Form (www.yahooinc.com/careers/contact-us.html) or call +1.866.772.3182. Requests and calls received for non-disability related issues, such as following up on an application, will not receive a response. We believe that a diverse and inclusive workplace strengthens Yahoo and deepens our relationships. When you support everyone to be their best selves, they spark discovery, innovation and creativity. Among other efforts, our 11 employee resource groups (ERGs) enhance a culture of belonging with programs, events and fellowship that help educate, support and create a workplace where all feel welcome. The compensation for this position ranges from $136,125.00 - $283,750.00/yr and will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive compensation opportunities in the form of discretionary annual bonus or commissions. Our comprehensive benefits include healthcare, a great 401k, backup childcare, education stipends and much (much) more. Currently work for Yahoo? Please apply on our internal career site.
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