Capital Benchmark Partners, LLC
Financial Planning Firm for Women Small Business Owners
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Internship

Investment Advisor Internship Program

6 week paid internship. Learn investment research, strategies and application to personal finance. Work directly with CEO and Associate Financial Planner to prepare investment presentations.


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6 WEEK INVESTMENT ADVISOR INTERNSHIP


As of 4/26/2019

ABOUT THE PROGRAM

After completing 6 consecutive weeks of this program, the intern will have developed a foundational knowledge base of investment management, including fine tuned research and presentation skills. More importantly, the intern will gain a better understanding of what a career as an investment advisor entails, particularly pertaining to how investment guidance coincides with personal financial planning.

  • Compensation: $1,500

  • Deadline to apply: May 13, 2019

  • Length of program: June 3 to July 12, 2019

RESPONSIBILITIES

The intern will work directly with our CEO and Associate Financial Planner.

1.       Research investment vehicles and produce comparison reports

2.       Draft client-facing investment research reports, including economic updates and forecasts

3.       Report to upper management weekly of current market conditions and progress of projects assigned

4.       Analyze CBP’s current investment model portfolios and provide updates where necessary

5.       Update CBP’s investment proposals

6.       Conduct an investment portfolio presentation to 2 clients

7.       Research various investment classes and produce allocation models

8.       Complete other investment related projects as assigned

STEPS TO APPLY

To be considered, candidate must first meet the following requirements before sending any application materials:

  • Ages 19 – 25

  • Must be U.S. Citizen or resident

  • Attending an accredited college or university

  • Must have means of transportation to CBP’s office

Email all the following to hello@cbplifestyle.com with the subject line “Application - Investment Advisor Scholar Program”:

1.       Cover letter

2.       Resume

3.       Current Transcript

4.       Send a copy of your results from completing this personality test: 16 Personalities

5.       A video recording of yourself answering these questions:

  • When was the last time you failed? What was it and why do you consider it a failure?

  • If you had to wear one T-shirt for the rest of your life, what would it say on the front of the shirt?

  • Where do you get your news from? What specific topics do you follow?

  • Based on the academic major that you chose, what do you intend to do with that degree? Why did you choose your major? Do you think that it gives you career flexibility and why?

  • Based on what you currently know about finances and how to manage money, what’s the number one financial advice you give to others that you actually follow yourself?

  • In one simple sentence, what does “investing” mean?

  • What do you think an investment advisor does in a financial planning firm?

  • What is your opinion of the current economy?