Financial Planning "Returnship" - An internship for someone re-entering the workforce

Moisand Fitzgerald Tamayo, LLC
Sara Nash
200 South Orange Ave Suite 2025 Orlando, FL 32801 Phone: 407-869-6228 Fax: 407-869-6558
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Financial Planning "Returnship" - An internship for someone re-entering the workforce

Moisand Fitzgerald Tamayo, LLC is currently hiring a full-time previous professional in any field interested in shadowing our advisors and learning about what it takes to become a CERTIFIED FINANCIAL PLANNER™. The ideal candidate will be ready to return to the workforce after a two or more year break from professional life to raise children, take care of a loved one, etc. This position is entry level and will start with a six-week internship or “returnship” in our Orlando office with a possible offer of a permanent position upon conclusion.

Launched in the spring of 2017, the Financial Planner Re-Entry Initiative (FPRI) is an innovative program of the CFP Board Center for Financial Planning conducted in partnership with nationally recognized career re-entry consultant iRelaunch. The FPRI supports financial services firms in establishing re-entry programs for experienced professionals seeking to return to the workforce in financial planning positions.

Applicants, please send resumé and cover letter to Sara Nash via email, No calls or drop-ins please.

Job Description


  • Assist financial planning department in various tasks and projects
  • Shadow daily activities of the financial planning department
  • Enter and update data for client relationship management software from various sources
  • Help prepare for and participate in select client meetings


Schedule: 8 a.m. to 4:30 p.m. Monday through Friday

Date range TBD

Six weeks in Melbourne and Orlando offices

Eligibility Requirements:

  • Re-entering the workforce after a break of one or more years
  • Bachelor’s Degree or higher (preferably in Business, Accounting or Finance)
  • CFP® certificant or committed to becoming a CFP® professional

Skills and abilities that are important for success in this position and with the firm:

  • Knowledgeable in Microsoft Windows, Office
  • Good verbal and written communication skills
  • Analytic and creative, problem solver, investigator
  • Detailed, thorough and accurate
  • Self-starter, quick learner, independent
  • Organized
  • Able to maintain priorities while multi-tasking and working with multiple supervisors
  • Positive attitude
  • Good interpersonal skills
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