Financial Planning Intern

JMG Financial Group
  • Downers Grove, Illinois
    12 days ago

    Job Description

    JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area. While JMG provides comprehensive wealth management services to corporate executives and high-net-worth individuals, we are equally committed to operational excellence, innovation, and continuous improvement across our organization.
     
    JMG is seeking part-timeFinancial Planning Interns to join the team for the summer of 2027 in our Downers Grove office 4 days a week from June 7 through July 29 (8 weeks).
     
    This individual must possess excellent organizational, multi-tasking and communication skills and must be able to work in a fast-paced professional office environment.  The goal of the program is to provide hands-on experience and exposure to the wealth management industry.   
     
    Participants will gain experience in the areas of finance, income tax, estate planning, financial planning and investments. This is a great opportunity for students entering their senior year looking to join a reputable wealth management firm to learn more about the financial planning field.
     
    Education: Interested candidates must be a rising senior enrolled in a Bachelor’s degree program in the area(s): Financial Planning, Business Administration/Management or Finance. 
     
    Your resume and cover letter referring to this posting are required to be considered.  
     
    JMG is an equal opportunity employer.  www.jmgfinancial.com

    Numbers & Facts

    LocationDowners Grove, Illinois
    Websitehttps://www.jmgfinancial.com

    Skills

    • Administrative Managementunmatched
    • Business Administrationunmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Estate Planningunmatched
    • Financeunmatched
    • Financial Planningunmatched
    • High Net Worthunmatched
    • Income Taxunmatched
    • Multitaskingunmatched
    • Organizational Development/Managementunmatched
    • Organizational Skillsunmatched
    • Wealth Managementunmatched

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