Peggy M. Ruhlin Women in Wealth Management Scholarship with Summer Internship

Location
Columbus, Ohio
Salary
$15 per hour
Posted
Sep 21, 2020
Closes
Oct 21, 2020
Ref
Women Scholarship & Summer Internship 2021
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Pursuing

Scholarship with Summer Internship

The purpose of this scholarship is to support future female financial professionals pursuing a career in wealth management. We understand that education and experience in this field is essential to success for clients and professionals alike; the recipient of this scholarship will receive $1,500 toward their college tuition, as well as a paid summer internship with Budros, Ruhlin & Roe, Inc.

Award Details

  • $1500 scholarship award plus a paid 2021 summer internship at Budros, Ruhlin & Roe
  • Award selection based on application, academic achievement, recommendations, and panel interview
  • Winners announced by Friday, November 20, 2020

What You Will Gain From the Experience:

  • Hands-on industry experience working with financial professionals in a collaborative team environment
  • Exposure to different areas of the wealth management industry, including: investment, retirement, risk management, estate and tax planning
  • The opportunity to assist team members in the financial planning process from start to finish and apply academic knowledge to real world experiences
  • Opportunities to attend group educational meetings regarding various financial topics
  • Personalized attention with dedicated team members
  • Opportunities to participate in client meetings
  • Opportunities to meet with senior professionals in the industry to learn more about our unique approach to wealth management

Eligibility

  • To be eligible to apply for the Peggy M. Ruhlin Women in Wealth Management Scholarship with Summer Internship, candidates must meet the following criteria:

  • A female student enrolled in a finance or related major at a university in the US
  • Plan to pursue a career in personal wealth management and/or obtain the CERTIFIED FINANCIAL PLANNER™ certification
  • Able to complete Summer 2021 Internship (May - Aug) with Budros, Ruhlin & Roe
  • The preferred candidate will be in her junior or senior year, during the internship, working toward a Bachelor's degree in Finance, Economics, Family Financial Management or similar major or degree
  • The preferred candidate will have taken some courses toward the CFP(R) designation