FPA Job Board

Summer 2022 Internship - Durham, North Carolina

June – August 2022 (dates TBD)

Build your operational, client relationship, and financial planning skills with a collegial, fast-paced firm experiencing steady growth over the past 28 years. You’ll work elbow-to-elbow with our advisors and operations staff to gain the necessary skills to be successful in a financial planning and investment advisory firm.

Highlights:

• Observe client meetings
• Gain experience with financial planning software, CRM, and other technology
• Participate in conversations with mutual fund managers
• Learn account maintenance systems at custodians such as Schwab and Fidelity
• Assist operations staff with charitable gifts and required minimum distributions
• Prepare financial analyses for use in retirement and college savings strategies
• Test drive and recommend new technology for team collaboration and portfolio management

Ideal Candidate:

• Graduating December 2022 or May 2023
• Self-starter, curious, and highly attentive to details
• Excellent written and verbal communication skills

Benefits:

• Competitive salary
• Roth IRA matching contribution
• Housing allowance

About Us:

• SEC-registered
• 28 years in business
• 7 employees
• Full service financial planning and investment advisory firm
• Offices in Durham, NC and Denver, CO
• Learn more at KuhnAdvisors.com