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Financial Planner Apprenticeship

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Financial Fitness


I took my BSBA degree in Accounting and segued into becoming a financial planner and eventually owning a financial services firm. Best decision for me, as I have helped educate and guide hundreds of clients to financial freedom, and taught my employees about finances and risk management. While you may not want to be an owner, we are looking for individuals to learn our business, run illustrations, create spreadsheets and sit with seasoned planners and their clients. Perhaps you want to become a Certified Financial Planner? You might want to start your own practice inside our firm. Discover what position you want. We want to speak with Accounting, Finance, and Economics majors. You must be driven, a quick learner, and able to take initiative. A problem solver, lifetime learner, and great with details. We work in teams and are looking for some talent Work during your last semester and have a job offer when you graduate

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