WHY: To provide hands-on experience to a college student seeking a career in finance and to better serve the clients of Ortman Financial Planning.
What: Internship with a rapidly growing financial planning firm
When: Spring semester to continue in the Summer if possible
Where: Annapolis, MD
Who: Student enrolled in bachelor’s degree program at four year college or university
Intern will be involved in all aspects of a financial planning practice including:
Prepare financial plans and reports for client meetings
Correspond with clients for administrative tasks including forms, scheduling, and follow-up tasks
Assist with marketing tasks including website content and social media
Various administrative duties
The ideal candidate will have:
Strong communication skills
Excellent research and problem solving skills
Prior coursework in business and finance.
Ability to work in Annapolis, MD (approximately 40 minute drive from Washington, DC) 8-12 hours per week.
This is a paid internship. We will work with the student with their school to attain college credit if possible.
Preference will be given to Juniors and Seniors although all interested students are encouraged to apply.
This internship is for Spring of 2018 but may continue in the Summer and Fall as well.
To apply, please send a resume to firstname.lastname@example.org.