Financial Planning Summer Intern

Employer
Davenport & Company LLC
Location
Richmond, Virginia
Salary
17.00/hour
Closing date
Jun 4, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary
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Job Details

Firm Background:

Employee owned and headquartered in Richmond, Virginia, with offices throughout the mid-Atlantic, Davenport offers a range of wealth management and financial advisory services, including traditional brokerage services, professional money management, financial planning, market research and public finance services. Founded in 1863, Davenport has a long history of building wealth for our clients and earning their trust for over 150 years.

Job Description:

The Summer Intern Program provides a learning opportunity for students to gain valuable work experience in a business setting and exposure to the Investment Services industry.  While working in Davenport's Financial Services department with several CFPs, the intern will work in a team environment while building confidence in their interactions among a professional staff, develop a positive work ethic, learn about professional careers within the industry, and expand personal and professional networks. 

We offer a weekly Lunch & Learn program to give interns the opportunity to meet with various senior-level department representatives. The size of our firm fosters great opportunity to learn about many different aspects of Davenport and the industry as a whole. We also offer volunteer and networking/social events which are a lot of fun!

Qualifications:

  • Interest in a career path that leads you to obtaining the CFP is a plus
  • Must be scheduled to graduate between December 2022 and May 2024
  • Minimum 3.0 GPA
  • Prior work experience preferred
  • Beginner to intermediate Microsoft Office experience (Outlook, Word & Excel)
  • Hardworking and proactive
  • Positive attitude, conscientious and polite
  • Professional appearance
  • Dependable and flexible

Company

Headquartered in Richmond, Virginia, Davenport & Company LLC has 23 locations in Virginia, North Carolina, South Carolina, Georgia and Maryland. The firm is 100 percent employee owned and has more than 400 associates, including 175 Investment Executives. Davenport offers a wide range of investment services for individuals, corporations, institutions, and municipalities including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Davenport & Company is an active member of the New York Stock Exchange; Financial Industry Regulatory Authority; Securities Industry and Financial Markets Association; Securities Investor Protection Corporation; and Bond Dealers of America.
Find Us
Telephone
804-780-2109
Location
PO Box 85678
Richmond
VA
23285
US

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