OSU Intern to Full-Time
OSU Intern to Full-Time
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Job Description
Position: Financial Planner
You will start as an intern supporting the advisor team.
This role will start with training where you will learn the different aspects of servicing our clients. You will complete ad-hoc projects while learning the basics of what financial planners do. Most interns work 10 hours/week while in school with the goal of working full-time hours in the summer. The idea is that you can come on in a full-time financial planning role after graduation.
Eventually once you are full-time you will be responsible for assisting the advisor team to serve our clients. You will schedule prepare for take notes during and follow up after client addition you will aid in maintaining financial plans portfolio allocation and the overall relationship over time. You will participate in our regular Pillar and Committee meetings to enhance and grow our business.
We have a team approach and you will collaborate with both advisors and support staff. Our client relationships typically have an advisor and a financial planner to service their needs. You will at times directly support the advisor and at other times work directly with clients.
This position is meant to give you a wide experience at our firm and could branch off into several different directions depending on your career goals and desires including becoming a financial advisor.
This position is based in Columbus OH. We have multiple offices and are looking to continue growing at 15%/year like we have for the past 5 years. We are looking for A-Players who have a combination of people-skills and who have excellent technology skills to be able to harness the power of AI to deliver great service to our great clients!
Required Experience:
Intern
Employment Type
Part-Time
