Financial Planning Intern
Internship Opportunity: Financial Services Industry
Location: Ellicott City, MD
Firm: Morgan Wealth Advisory Group, a private practice of Ameriprise Financial Services, LLC
The intent of the Internship Program is to provide a current college student with an interest/background in finance, business, or other relevant interests, an opportunity to gain work experience in the field of financial services industry. The program will also provide an opportunity for the practice and leadership team to assess interns’ performance and fit with the practice for potential full time employment following graduation. This is a learning position with flexibility in assignments, school and individual schedule needs.
We are seeking a motivated and detail-oriented student who is:
- Currently pursuing a degree in Finance, Economics, or Business Administration
- Interested in a career in financial planning or investment management
- Professional, organized, and eager to learn in a fast-paced environment
Outline of Summer Program:
Financial Planning Process Support - learn and work with advisors and planning staff on practice financial planning needs and philosophy. Assist with client data collection, preparing a financial plan and client presentations. This may include (as directed by management):
- Assist client service team in the client meeting preparation process
- Identify and organize client financial documents
- Prepare client-facing materials
- Data input and analysis
- Report preparation
- Sit in on client meetings
- Contribute to special projects and operational initiatives
Interested? Â Email Resume and Cover Letter why you are interested in our internship position to tracey.morgan@ampf.com