Financial Compass Group - Fall/Winter 2025 Internship

The financial service intern will have exposure to many facets of client service in day-to-day operations pertaining to our financial planning and investment management business. The intern will research mutual funds, prepare reports using Morningstar Analytics Workstation, assist with projects to automate routine office functions and help create systems to manage the flow of paper and information in accordance with regulatory guidelines. The intern may help prepare material for client meetings and have responsibilities with new business, processing, tracking, and auditing. They will also be assisting with model portfolio research in addition to other projects within our practice. This position can be full or part time for the right candidate. Position is in-office.