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Financial Advisor Intern

Employer
Rosemeyer Management Group
Location
Sterling, Illinois
Salary
$21.00/hour
Closing date
Jun 23, 2024

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Job Role
Financial Planner
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Pursuing

Job Details

Job Summary

Rosemeyer Management Group, an SEC registered Investment Advisor, has availability for a part-time, (20-35 hours a week) 6-month intern/trainee position (with possible extension into a full-time position) available to start July of 2024. The ideal candidate will be college-aged or early career with the goals of becoming a financial advisor. Responsibilities will include those typical of a paraplanner - working with an experienced financial advisor to serve wealth management clients of the firm and serving as an integral member of the team.

Responsibilities and Duties

This position will be responsible for learning Rosemeyer Management Group’s processes and systems, as well as becoming proficient in the industry-standard software utilized to serve clients. This position will be responsible for preparing for client meetings, updating client information and working to support a senior financial advisor. There will be the opportunity to help improve the systems and marketing efforts and to gain a deeper knowledge on the wealth management industry.

Qualifications and Skills

  • Strong interest in the financial planning and investment field.
  • High degree of integrity and motivation, along with a strong work ethic.
  • Strong analytical individual with a high attention to detail.
  • Strong curiosity and an aptitude for learning quickly
  • Self-starter, problem solver and a goal-oriented team player
  • Excellent computer literacy/skills and strong proficiency of MS Office Word, Excel and Outlook programs
  • Excellent communication skills

Compensation

This is a paid position. Compensation is $21.00/hour. No fringe benefits will be provided.

Compensation upon becoming a full-time advisor will consist of a base salary + revenue sharing and 401(k).

Application

Please send a cover letter and resume to regan@rosemeyermg.com.

Company

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