The Joseph Group Capital Management
This 12-week summer internship serves as an introduction to the different facets of a Registered Investment Advisory firm. The intern will rotate through roles in advisory services, investment management, client services, and retirement plan services. The intern will attend client meetings, internal planning meetings, and will complete several projects related to each of the major functional areas of the firm. Additionally, the intern will periodically present planning and investment related topics to the team. A successful candidate will live and exemplify The Joseph Group’s core values of Integrity, Teamwork, Humility, Excellence, and Enthusiasm.
Duties and Responsibilities Include • Learn about key functional areas of The Joseph Group including: Advisory Services, Investment Management, Client Services, Retirement Plan Services, and Marketing/Business Development • Complete various projects as assigned across major functional areas • Participate in internal meetings and present information on various current events/educational topics • Attend client meetings when possible and assist with follow-up work • Develop proficiency across key software platforms including: Tamarac Advisor View and CRM, LaserApp, eMoney, Schwab, Morningstar workstation Qualifications This position typically requires the following qualifications: • Bachelor’s Degree in progress or recently completed • Proficiency in Microsoft Word, Excel, PowerPoint, Outlook • Strong project management skills – organized, detail-oriented, and able to multitask and prioritize • Proactive, self-motivated personality • A passion for caring for clients • Ability to work as a team player in The Joseph Group’s “Best Places to Work” culture • Desire to work successfully in a small company environment Wage and Benefits • Hourly rate • This position serves as an independent contractor and correspondingly is not eligible for employee benefits such as: 401(k), health insurance, or other related benefits.
Jake Martin The Joseph Group Capital Management 300 Marconi Blvd. – Suite 106 Columbus, OH 43215 P: 614-907-8635; email@example.com; www.josephgroup.com