Financial Planning Intern

16 hours ago

Morristown, New Jersey, United States Fidelity TalentSource LLC Full time

Job Summary:

Fidelity Investments is seeking a highly motivated and detail-oriented Branch Intern to join our Investor Center team. As a Branch Intern, you will provide exceptional customer service support to clients who call or visit the branch, while also gaining valuable experience in personal investing and financial planning.

About the Role:

This is an exciting opportunity to work alongside financial professionals and be a key part of the client's experience at Fidelity. As a Branch Intern, you will:

  • Assist financial professionals with providing a full range of investment products and services
  • Collaborate with team members to bring a fresh perspective to help solve business challenges
  • Participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry
  • Help identify new opportunities for enhancements to think about our business and our customers in a different way

About Fidelity:

Fidelity is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

What We Offer:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.

Requirements:

To be successful in this role, you'll need:

  • Undergraduate students in your junior year of college
  • Interest in investing and wealth management
  • Experience in customer service, retail, sales, or banking
  • Leadership experience and involvement in student organizations

What We're Looking For:

We're looking for dynamic, curious, innovative, conscientious, and collaborative individuals who believe in the true value of teamwork. If you're a current college student who will return to coursework after your summer internship has ended, we encourage you to apply.

How to Apply:

Visit fidelitycareers.com to learn more about this opportunity and apply today

  • Financial Planning Assistant

    3 weeks ago

    Morristown, New Jersey, United States Simon Quick Advisors Full time

    {"h1": "Join Our Team at Simon Quick Advisors", "p": "At Simon Quick Advisors, we are seeking a highly motivated and detail-oriented individual to join our team as a Spring Intern. As a member of our team, you will have the opportunity to gain hands-on experience in financial planning, investment research, and client service. Our team is dedicated to...

  • Financial Planning Specialist

    2 weeks ago

    Morristown, New Jersey, United States Insight Global Full time

    Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Insight Global. As a key member of our finance team, you will be responsible for providing financial analysis and planning support to our IT organization.Key Responsibilities:Support the annual IT budget process, including investment and run rate cost analysis.Understand...

  • Senior Financial Analyst

    2 weeks ago

    Morristown, New Jersey, United States LHH Recruitment Solutions Full time

    Job Title: Senior AccountantLHH Recruitment Solutions is seeking a highly skilled Senior Accountant to join our team. As a key member of our accounting department, you will play a critical role in ensuring the accuracy and integrity of our financial records.This is a hybrid role that requires a strong accounting background, analytical skills, and the ability...

  • Underwriter I

    3 weeks ago

    Morristown, New Jersey, United States AmTrust Financial Full time

    OverviewAmTrust Financial Services is seeking a highly skilled Underwriter I to join our Professional Lines team in Morristown, New Jersey. As a key member of our team, you will be responsible for underwriting, marketing, and managing new and renewal Management Liability business.ResponsibilitiesUnderwrite new and renewal submissions for Professional...

  • Underwriter I

    1 day ago

    Morristown, New Jersey, United States AmTrust Financial Full time

    Unique Opportunity for a D&O UnderwriterAmTrust Financial Services is seeking a highly skilled D&O Underwriter to join our Professional Lines team in Morristown, New Jersey. As a key member of our team, you will play a crucial role in building a profitable Management Liability insurance book of business within a dynamic, international company based in...

  • Financial Leader

    4 weeks ago

    Morristown, New Jersey, United States VACO Full time

    Controller - Manufacturing IndustryAbout the Company:Vaco is seeking a seasoned Controller to drive long-term growth and stability in our manufacturing division. As a pivotal leader, you will have immediate impact and be responsible for overseeing all accounting operations, ensuring compliance and financial stability.Key Responsibilities:Implement internal...

  • Private Client Financial Advisor

    2 weeks ago

    Morristown, New Jersey, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop a high-quality wealth management practice that provides personalized financial planning and investment...

  • Financial Operations Manager

    1 month ago

    Morristown, New Jersey, United States VACO Full time

    About the Company:Vaco, a leading provider of specialized staffing and consulting services, is seeking a seasoned Controller to drive financial growth and stability. As a pivotal leader, you will have the opportunity to make an immediate impact on the company's financial operations.Key Responsibilities:Oversee all accounting operations, ensuring compliance...

  • Executive Financial Planner

    3 weeks ago

    Morristown, New Jersey, United States The Ayco Company, L.P., A Goldman Sachs Company Full time

    Vice PresidentAt The Ayco Company, A Goldman Sachs Company, we are seeking a highly skilled Vice President to join our team in Morristown, New Jersey. As a key member of our financial planning team, you will be responsible for providing expert financial guidance to executives, entrepreneurs, and high-net-worth individuals. Your primary focus will be on...

  • Chief Financial Officer

    4 weeks ago

    Morristown, New Jersey, United States Clark Davis Associates Full time

    Job DescriptionClark Davis Associates is seeking a highly skilled Treasury Director to lead the development and execution of the company's capital structure, financial risk management, and cash flow forecasting strategies.Key Responsibilities:Develop and analyze the company's cash flow and liquidity position to ensure an appropriate capital structure that...

  • Senior Accountant

    3 weeks ago

    Morristown, New Jersey, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking a highly skilled Senior Accountant to join our team. As a key member of our finance department, you will play a critical role in ensuring the accuracy and integrity of our financial records.This is a hybrid role, requiring 2-3 days on-site in Morristown, NJ. You will be responsible for managing day-to-day...

  • Corporate Accountant

    2 weeks ago

    Morristown, New Jersey, United States Colas Full time

    Job Title: Corporate AccountantWe are seeking a highly skilled Corporate Accountant to join our team at Colas Inc. in Morristown, NJ. As a key member of our Accounting department, you will be responsible for maintaining lease accounting functions for real estate and asset leases for COLAS USA, ensuring data accuracy and integrity.Key Responsibilities:Review...

  • Accounting Leadership Position

    1 month ago

    Morristown, New Jersey, United States VACO Full time

    About the Company:Vaco is a dynamic and growing company seeking a seasoned financial professional to drive long-term growth and stability. As a pivotal leader, you will have the opportunity to make an immediate impact and contribute to the company's success.Key Responsibilities:Oversee all accounting operations, ensuring compliance and financial...

  • Slate CRM Administrator

    2 days ago

    Morristown, New Jersey, United States Saint Elizabeth University Full time

    Job Title: Slate CRM AdministratorWe are seeking a highly skilled Slate CRM Administrator to join our team at Saint Elizabeth University. As a key member of our admissions team, you will be responsible for managing and maintaining our Slate CRM system, ensuring seamless integration with our other systems, and providing exceptional support to our internal and...

  • Practice Administrator I, Orthopedics Specialist

    4 weeks ago

    Morristown, New Jersey, United States Atlantic Health Full time

    Job SummaryWe are seeking a highly skilled Practice Administrator I to join our Orthopedics Department at Atlantic Medical Group. As a key member of our team, you will be responsible for overseeing the operational management of multiple practices, ensuring the delivery of high-quality patient care, and driving financial and operational growth.Key...

  • Slate CRM Administrator

    3 weeks ago

    Morristown, New Jersey, United States Saint Elizabeth University Full time

    Job DescriptionOverviewSaint Elizabeth University seeks a highly skilled and experienced CRM Administrator to join our team. As the primary technical and systems expert for the Office of Admissions, you will be responsible for assessing and improving the Slate CRM system, ensuring its optimal performance and efficiency.Key ResponsibilitiesManage the ongoing...

  • Director of District Operations

    1 day ago

    Morristown, New Jersey, United States PT Solutions Physical Therapy Full time

    Director of District OperationsAt PT Solutions, we're seeking a highly skilled and experienced Director of District Operations to lead our district operations team. As a key member of our leadership team, you will be responsible for driving business growth, improving operational efficiency, and ensuring exceptional patient care.Key Responsibilities:Develop...

  • Regional HVAC Manager

    3 weeks ago

    Morristown, New Jersey, United States LEN THE PLUMBER LLC Full time

    Job Title: Regional HVAC ManagerWe are seeking a highly experienced and results-driven Regional HVAC Manager to lead our HVAC business unit and drive growth in the region.Key Responsibilities:Develop and execute a comprehensive business plan to drive revenue and profitability growth in the region.Lead and manage a team of HVAC Branch Managers, Sales...

  • Project Manager

    2 weeks ago

    Morristown, New Jersey, United States Burns & McDonnell Full time

    Job SummaryBurns & McDonnell is seeking a highly motivated and experienced Project Manager to lead our Underground & Submarine Cables Engineering team in the Northeast Region. As a key member of our team, you will be responsible for managing multiple projects across various clients, driving growth and profitability in the region, and providing leadership to...

  • Accounts Receivable Specialist

    1 week ago

    Morristown, New Jersey, United States Porzio Bromberg & Newman Full time

    Job Title: Accounts Receivable SpecialistPorzio Bromberg & Newman, P.C. is seeking a detail-oriented and organized Accounts Receivable Specialist to join our team.Job Summary:The Accounts Receivable Specialist will be responsible for processing incoming payments from clients, maintaining AR records, and reviewing receipts for accurate posting and daily cash...