Rosemeyer Management Group (Financial Advisor Intern)

Rosemeyer Management Group

Contact Details

Rosemeyer Management Group, an SEC registered Investment Advisor, has availability for a part-time, (15-35 hours a week) internship position (with possible extension) starting immediately. Responsibilities will include those typical of a paraplanner - working with an experienced financial advisor to serve wealth management clients of the firm and serving as an integral member of the team. This position will be responsible for learning Rosemeyer Management Group’s processes and systems, as well as becoming proficient in the industry-standard software utilized to serve clients. This position will be responsible for preparing for client meetings, updating client information and working to support a senior financial advisor. There will be the opportunity to help improve the systems and marketing efforts and to gain a deeper knowledge on the wealth management industry. This is a paid internship position. Compensation is $20.00/hour. No fringe benefits will be provided.