Description
• Rotation through the business units at the location to gain an understanding of the business approach and roles of different components of the business
• Orientation to the industry as well as well as the specific firm and the team employing the Resident
• Participate in the steps to prepare financial planning proposals for clients
• Perform market analysis to identify business development opportunities
• Work with assigned teams to assist with client acquisition opportunities
• Use your knowledge of social media tools to develop marketing strategies
• Observe operational and business meetings and client interactions with various team members
• Prepare and study to obtain Series 7 and 66 licenses and CFP designation
Qualifications
• Current College graduate, or graduating senior, with a BA/BS, or Masters, with coursework in Financial Planning, Business, Finance, Accounting or Economics
• A strong interest in personal financial planning and wealth management
• A passion to help people manage their financial futures
• A team player, with willingness to go above and beyond to deliver excellence
• Exceptional communication skills, both written and verbal
• PowerPoint, Excel and Word skills
• Complex and creative problem solving ability
• A 3.3+ Grade Point Average
• A strong interest in personal financial planning and wealth management
• A passion to help people manage their financial futures
• A team player, with willingness to go above and beyond to deliver excellence
• Exceptional communication skills, both written and verbal
• PowerPoint, Excel and Word skills
• Complex and creative problem solving ability
• A 3.3+ Grade Point Average
To read more about the position, log in to your Career4Terps (C4T) account(http://www.careercenter.umd.edu/) and search for the job title.
