Financial Planning Intern

Seeking Financial Planning Intern

This internship position is available for anyone enrolled in, or planning to enroll in, the CERTIFIED FINANCIAL PLANNER™ (CFP®) program. It will provide experiential learning opportunities in the following areas: financial planning, asset management, client service, and operations. The ideal candidate is available for more than one semester and can work full-time when classes are not in session.

Who We Are

We are a service-oriented independent Registered Investment Advisor (RIA) firm providing an array of services, ranging from financial planning to wealth management. Our office is located in Columbus, Ohio and provides a comfortable professional work environment. Our culture is friendly and relaxed without sacrificing the quality of our results. As an independent financial firm, we value entrepreneurial spirit and maintain the highest professional standards.

Requirements

• Enrollment in an undergraduate program
• Current enrollment in or willing to enroll in CFP® program
• Proven ability to think critically, work independently, and solve problems
• Self-motivated contributor who works well in a fast-paced environment
• Professional appearance and conduct
• Exceptional written and verbal communications skills

What You Can Gain from This Role

• Experience with planning software Chance to work with and apply financial planning concepts with seasoned professionals Opportunity to learn how to add value and have an impact on operational aspects of a firm Valuable, hands-on, real-life experience under the guidance of our employees Assist paraplanners and advisors with client meeting preparation and follow up

To apply, please submit your résumé and a cover letter to: Matt Collins, matt@ggmfin.com

Advisory services offered through GGM Financial, LLC, a Registered Investment Adviser.  Fixed insurance products and services are separate from and not offered through GGM Financial. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.