Center for Financial Planning
Southfield, Michigan
Contact: Jaclyn Jackson, CAP®
Email: Jaclyn.jackson@centerfinplan.com
Telephone: (248) 948-7900
Website: www.centerfinplan.com
Please indicate which city and state the potential job position is located: Southfield, Michigan
Please indicate which describes your affiliation: Dually Registered
If licensed with a broker dealer, please indicate which one: Raymond James
Please provide a brief description of your Company: The Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA). The Center currently serves over 900 families and manages over $1.5B in client assets. Our mission is to improve lives through financial planning done right, and we remain committed to providing highly personalized comprehensive financial planning and investment management for our clients.
Please provide a brief description of what you are looking for in your possible hire: We are looking for an Intern(s) who will work primarily with the Investment & Financial Planning Departments to complete research projects, mutual fund performance reporting, & data updates. Career development opportunities offered through education on financial planning concepts, self assessments, and staff shadowing. Looking for current college student(s) or recent graduate(s) seeking summer employment with a strong interest in investment research & financial planning. Full time, paid position
Join Zoom: https://raymondjames.zoom.us/j/92234112796?pwd=bjJ-
6RW5GZXN6SDZqK0xhSmQwK0VKZz09
Meeting ID: 922 3411 2796
Password: 764501