Financial Advisor Internship Opportunity

5 hours ago


Madison, Wisconsin, United States Johnson Financial Group LLC Full time

Overview:

Johnson Financial Group LLC is seeking a highly motivated and detail-oriented individual to join their team as a Financial Advisor Intern. This 10-week internship will provide the opportunity to gain hands-on experience in the financial planning industry, working closely with experienced financial advisors and gaining exposure to various financial planning software.

Key Responsibilities:

  • Attend weekly Sales and Operations team meetings
  • Assist financial advisors in preparing for client meetings and running their business
  • Gain exposure to financial planning software, including eMoney and MoneyGuidePro
  • Gain experience creating retirement plans
  • Attend industry and advisor development trainings
  • Study and obtain the Securities Industry Exam (SIE)
  • Work on assigned projects

Qualifications:

  • Actively seeking a degree in financial planning, marketing, finance, or a related field
  • Junior or Senior standing
  • Minimum GPA of 3.0
  • Member of a financial or investment organization a plus

About Us:

Johnson Financial Group LLC is a privately held, family-owned bank that values diversity, equity, and inclusion. Our culture is built on a genuine mission to ensure thriving futures for our associates, clients, and the communities we serve.



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