Finance Intern

Peak Retirement Planning • Columbus, OH

5h • Onsite

About The Position

Peak Retirement Planning offers a highly selective internship program for summer, fall, and spring. The program is designed to develop interns professionally and personally while giving the firm an opportunity to identify potential future team members. Interns may help build financial plans, assist advisors with miscellaneous tasks, and sit in on client sessions. The company describes its internship as a professional development masterclass and says its goal is to offer positions to interns who perform exceptionally and align with its values and standards.

The program includes Peak University, a three-month advisor training program with daily sessions led by an experienced advisor; Peak Bootcamp, daily leadership and professional-development sessions during the first month; and an additional daily hour of intern training and question time with experienced team members. Other program elements include CEO Fridays, growth sessions with program leaders, a Kingdom Advisors Study Group, access to Peak-specific Trainual content, and exam preparation. Interns who excel may be invited to one-on-one lunches with experienced team members. Interns offered a return opportunity who accept may also be invited to Top Dog Day, a planned full-day experience in Columbus. Summer team events include Peak Olympics, team dinners, and Columbus Crew and Columbus Clippers games. Out-of-state interns receive paid housing during the internship.

Requirements

• The company seeks candidates who are highly capable, hardworking, gritty, self-motivated, and able to get things done without repeated direction.
• The company seeks candidates with a servant's heart, a sense of purpose beyond themselves, and a willingness to go above and beyond in serving clients and teammates.
• The company seeks candidates who are excited by a fast-growing startup and have a growth mindset across professional and personal areas.
• The company values candidates interested in a long-term career with the firm.

Responsibilities

• Help build financial plans.
• Assist financial advisors with miscellaneous tasks.
• Sit in on client sessions.
• Participate in the internship's training, professional-development, and growth activities.

Benefits

• Intern compensation is typically $20–$30 per hour.
• A signing bonus opportunity of up to $10,000 may be available to interns offered a return position.
• Paid housing is provided for out-of-state interns.
• Training and professional-development opportunities, including Peak University, Peak Bootcamp, Intern Bootcamp, growth sessions, and exam preparation.
• Team events during the summer.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed