Internship Opportunitiy

 

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.


 

Other information:

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 portman@ortmanfinancial.com.