Summer Intern

Financial Services Summer Intern
Temporary, Part-Time (with the possibility of a full-time position upon graduation)
Chanhassen, MN

Busy independent financial planning firm is looking for intelligent, take-charge individuals to assist the financial planning team and our president, a nationally known financial advisor and author.

The interns we work with are thoroughly exposed to all aspects of our firm,
the industry, and are given general business skills transferable to any job. They get the opportunity to work with top advisors and high net worth clients. You will never be bored with this position!

How Past Interns have Spent their Time:

37% Independent work-time
32% Sitting in on client meetings
22% Shadowing advisors and team
members
6% Internal team meetings
3% Toasts and celebrations
0% Cold calls!

Responsibilities:

Managing multiple projects
Preparing documents for client meetings including pre-filling paperwork
Shadowing and taking notes during client meetings
Researching and Sharing information found with team members about industry topics and policy changes
Filing, scanning, and faxing documents
Assisting with general administrative duties and data entry
Participating in company events and being an active member of our team

Characteristics that Excel in this Position:

A sense of humor
Ability to work as a team player and individually as needed
Experience juggling projects simultaneously
Familiarity with Microsoft Office Suite
Written and verbal communication skills
Excellent with details and getting projects done on time and under budget
The desire to learn and excel

This is position is for 30-35 hours per week paid hourly. Previous interns have later come aboard for full time positions. Hours can be flexible. We will ask for references and do a background check.

Job Type: In-person, Tuesday-Friday, 8am – 4:30pm most weeks
Time Frame: May-August 2025 (start and end dates flexible)
Compensation: $18/hour
Experience: Pursuing a Bachelor’s degree in finance, accounting, economics, or similar
Education: Minimum 3.0 cumulative GPA (required)
Location: Chanhassen, MN (required)

To apply, please send to kaitlin@mdfinancialadvisors.com:

Your resume
Cover letter stating why you would be a good candidate