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

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, sara@moisandfitzgerald.com. No calls or drop-ins please.

Job Description

Responsibilities:

• 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

Timeline:

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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