Who We Are:

Financial Enhancement Group, a growing wealth management firm, is seeking a Summer Intern. A summer intern who will become a part of the FEG Team, where our goal is to guide you with learning real-world experience in the Financial Planning industry along with assisting us on our mission of helping clients achieve their financial goals.

Our mission at Financial Enhancement Group is to take care of people who don’t want to worry about their money so they don’t make inefficient financial decisions that can lead to frustration and devastation. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

What to Expect:

The purpose of the summer intern is to act in the role of a Paraplanner. Meaning to serve as the primary preparation and support resource to multiple Associate Advisors and Financial Advisors on our team and complete educational projects along the way. A great way to have a glance into the Financial Planning industry is to be in a position that acts as an essential link between the Associate Advisors and internal support functions and is a consistent point of contact and resource for our client base (families). We truly care about our team and view our families as an extension of our own personal family. If this is the type of firm you’re looking for, you have found it!

Responsibilities:

• Prepare for all family meetings, including paperwork preparation and presentation materials and follow up on post-meeting action items.
• Attend meetings with the Advisor, typing meeting notes, documenting portfolio reviews, and assisting the Advisor with obtaining signatures on applications.
• Prepare and deliver correspondence and other client communication.
• Responsible for compiling, entering, and regularly auditing all CRM-related data and tasks.
• Assist Associate Advisors with several important elements of data gathering/summarizing to complete the financial planning process.
• Responsible for full functionality and manipulation of software, reporting, and technology applications.
• Additional administrative duties include greeting clients, routing phone calls, filing, scanning, and data entry.
• Responsible for completion & presentation of summer project

Qualifications:

• College degree in Finance, Accounting, Economics, etc.
• 3.0 or higher

What You Need To Apply:

• Cover Letter
• Within the Cover Letter stating Why Financial Enhancement Group
• Resume
• Copy of your most recent transcript showing a 3.0 or higher

Job Type: Internship

Pay: $1.00 per year

Physical setting:

• Office

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Indianapolis, IN: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What is your university grade point average (4.0 GPA Scale)?
• Are you comfortable with the fact that this Internship is Part-Time?
• Are you comfortable working in an onsite setting?

Work Location: One location

teachering.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, teachering.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, teachering.org is the ideal place to find your next job.