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Title

Women in Wealth Management Scholarship & Summer Internship 

Position Women in Wealth Management Scholarship & Summer Internship  
Category Internship  
About the Organization We are in a 'people business' first and foremost, and we are constantly seeking the very best financial minds to work for our firm.

We embrace partnership and collaboration among staff members, capitalizing on each employee's strengths. Our culture of focusing on each client's distinct needs has led us to develop a team structure and approach to serving our clients.  
Description

As a direct result of our focus on female leadership, Budros, Ruhlin & Roe has created a Women in Wealth Management Scholarship. The purpose of this scholarship is to support future female financial professionals in pursuing a career in wealth management. We understand that education and experience in this field is essential to success for clients and professionals alike; the recipient of this scholarship will receive $1,500 toward their college tuition, as well as a paid summer internship with Budros, Ruhlin & Roe, Inc.

Eligibility

To be eligible to apply for the Women in Wealth Management scholarship, candidates must meet the following criteria:

  1. A female student enrolled in a finance or related major at a university in the US
  2. Expect to obtain an undergraduate or graduate school degree in a finance-related field before June 30, 2021
  3. Plan to pursue a career in personal wealth management and/or obtain the CERTIFIED FINANCIAL PLANNERô certification
  4. Able to complete Summer 2019 Internship (May - Aug) with Budros, Ruhlin & Roe

We are Looking for Students:

  • Who are self-driven and inquisitive
  • With the ability to assess and initiate things independently
  • Who work well in a collaborative team environment
  • With knowledge of basic financial planning, income tax, stocks and bonds, mutual funds, and other financial information
  • With strong oral and written communication skills
  • Proficient in Microsoft Office applications (Word, Excel & PowerPoint)
  • With the ability to quickly learn web-enabled applications and database software

What You Will Gain From the Experience:

  • Hands-on industry experience working with financial professionals in a collaborative team environment
  • Exposure to different areas of the wealth management industry, including: investment, retirement, risk management, estate and tax planning
  • The opportunity to assist team members in the financial planning process from start to finish and apply academic knowledge to real world experiences
  • Opportunities to attend group educational meetings regarding various financial topics
  • Personalized attention with dedicated team members
  • Opportunities to participate in client meetings
  • Opportunities to meet with senior professionals in the industry to learn more about our unique approach to wealth management
  • Competitive compensation
 
Position Requirements

Education and Job Experience Preferences:

  • The preferred candidate will be in his or her sophmore or junior year working toward a Bachelor’s degree in Finance, Economics, Family Financial Management or similar major or degree
  • The preferred candidate will have taken some courses toward the CFP(R) designation
 
Salary Range $15 per hour  

This position is currently accepting applications.

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