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Financial Advisor Intern

Employer
Rosemeyer Management Group
Location
Sterling, Illinois
Salary
$21.00/hour
Closing date
Nov 23, 2024
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Job Role
Wealth Management
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Pursuing

Qualifications

 

  • We are seeking a local & eager candidate who would like to start building their knowledge & experience in the world of financial advising at a young & growing financial advisory firm.
  • The ideal candidate would be a student majoring in Finance, Accounting or Business-related field with a strong interest in financial planning and investment field.
  • High degree of integrity & motivation.
  • High attention to detail.
  • Self-starter, problem solve & goal-oriented team player.
  • Excellent communication skills.
  • Excellent computer literacy/skills and strong proficiency in MS Office Word & Excel.
  • Minimum GPA of 3.0

 

 

Benefits

 

  • We offer a paid & educational financial planning internship with potential full-time offer available upon graduation.
  • This is an on-going internship with flexible hours catered around school schedules.
  • We have fun - join us for baseball games, golf outings', lake day & for occasional company-wide trips.
  • Financial advising education programs & licenses covered by Rosemeyer Management Group.

 

 

Responsibilities

 

  • Learning Rosemeyer Management Groups daily processes & systems used to manage existing client base.
  • Our team teaches interns everything they need to know about financial planning & the services we offer.
  • This position will be responsible for preparing for client meetings, updating client information & working to support & learn from a senior financial advisor.

 

 

Compensation

 

This is a paid internship. Compensation begins at $21.00/hour. No fringe benefits.  

 

Application

 

Please send cover letter & resume to regan@rosemeyermg.com.

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