Financial Advisor Internship
Summer Internship - Durham, North Carolina
June 5th – August 3rd, 2018
Build your client relationship and financial planning skills with a collegial, fast-paced firm showing steady growth over the past 25 years. You’ll work elbow-to-elbow with our advisors and principals on projects that will expose you to the skills required to run a successful independent advisory firm. Obtain hands-on experience with client meetings, investment selection, marketing, and operations. Spend two months residing in beautiful Durham, home to plenty of nightlife, outdoor recreation, and a diverse professional community.
Highlights:
• Observe client meetings
• Prepare client financial analyses
• Visit fund managers (options include NYC, Atlanta, Charlotte, D.C., and Denver)
• Research and propose changes to our investment line-up
• Design and execute marketing campaign directed at adult children of clients
• Test drive and recommend financial planning software
Ideal Candidate:
• Graduating May 2019 or May 2020
• Eager to build skills in financial planning and client relationship management
• Interest in actively-managed mutual fund selection process
• Self-starter, curious, and highly attentive to details
• Excellent written and verbal communication skills
• Desire to pursue the CFP® designation upon graduation
Benefits:
• Competitive salary
• Roth IRA contribution
• Housing allowance and coordination
• Vacation week of July 4th
About Us:
• SEC-registered RIA with 140 clients
• 25 years in business
• 6 employees (3 advisors)
• Full service financial planning and investment advisory firm
• Offices in Durham, NC and Denver, CO
• Learn more at www.KuhnAdvisors.com