2027 Financial Advisor Intern

Applications are accepted on an ongoing basis.

About the role

As an Intern, you’ll be treated just like our entry-level staff. Working with staff at all levels of the firm, you’ll dive into a fast-paced environment with hands-on experience and substantial scope to help drive our clients’ success.

Responsibilities

• Assess clients’ assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions.
• Evaluate client financial plans utilizing knowledge of investment and tax strategies and financial securities.
• Perform recurring quality control procedures on account activity ensuring trades and money movements with appropriate custodians have taken place and distributions are provided to the clients.
• Work with appropriate technology to prepare reports, including charts and graphs, to illustrate various recommendations and solutions to client-specific matters.

Qualifications

• Pursuing a bachelor’s degree in finance, mathematics, economics, accounting, or a related field.
• Strong interest in investments and economics.
• Passionate about helping individuals and families reach their financial goals.
• Detail-oriented leader with strong analytical skills.
• Must be able to communicate effectively (both written and verbal).
• Academic success (a minimum cumulative GPA of 3.0).
• On track to complete requisite bachelor’s degree and willingness to complete additional coursework required to sit for the CFP exam OR on track to complete requisite bachelor’s degree from a CFP Board Registered Program, with the goal of successfully obtaining your CFP license.
• Some experience at a brokerage, financial planning firm/practice, or money management firm is preferred.

This is a non-exempt position and may require work hours that exceed the standard 40-hour work week. This position may require some local, national, and occasional international travel.

Benefits

• Health, dental, vision, disability, and life insurance.
• Flexible Time Off and various pre-determined holidays.
• 401(k) plan and flexible benefits plans.
• Business-related travel expense, lodging, and meal reimbursement for business-related use.
• A pension plan is available for eligible administrative and paraprofessional staff.
• A discretionary bonus plan is available for eligible staff.
• Some contingent staff positions offer the option to elect health insurance in addition to limited paid sick time.

Pay

The compensation range for this role in CO, IL, OH, and MA is: $33.00 - $36.00 per hour.