Financial Advisor Intern

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.