Financial Planning Associate Apprentice

Description

Centurion Financial Strategies is a financial planning and investment advisory firm that helps individuals and families make wise financial decisions, prepare for retirement, manage investments, and navigate important life transitions.

About The Role

We are looking for a college student who lives near Bloomington, Minnesota, and is interested in financial planning, research, marketing, and business operations. You must be able to work in person from our Bloomington office when your class schedule allows.

Most of your time will be spent supporting Centurion Financial Strategies through financial planning research, client meeting preparation, marketing projects, data organization, and improvements to our internal systems.

You will also help Generation Family Properties with two unique projects:

• Messy Title focuses on properties with complicated ownership situations, such as deceased owners, multiple heirs, unresolved estates, or delinquent taxes. You may research property records, family histories, obituaries, probate information, and possible heirs. Think of it as part real estate, part genealogy, and part detective work.
• The Land UnConference is a community and event series for land investors focused on conversations, networking, and learning from other attendees-not sitting quietly through eight hours of PowerPoint presentations. You may help with marketing, social media, attendee communication, event research, and planning.

Why This Internship Is Different:

You will not spend the internship watching from the sidelines or becoming the office coffee expert.

You will help with real client preparation, financial research, marketing campaigns, property investigations, and events. Some assignments will have clear instructions. Others will start with a question or idea and require you to help determine the best next step.

For the right candidate, this internship may also create an opportunity for additional responsibilities or a future full-time role.

Responsibilities

• Helping prepare for financial planning client meetings
• Researching financial planning topics and organizing client information
• Creating marketing content, social media posts, emails, or videos
• Researching property records, family histories, and possible heirs
• Helping market and plan the Land UnConference
• Improving workflows and using AI or other technology to work more efficiently
• Occasionally receiving a project that begins with, "We have an idea..."

What You'll Learn:
• How financial plans and client meetings come together
• Financial planning and investment concepts
• Marketing, content creation, and event planning
• Property ownership and public-record research
• How we operate behind the scenes
• How to turn a slightly messy idea-or spreadsheet-into something useful

Qualifications

• Currently enrolled in college and living near Bloomington, Minnesota
• Able to work in person around their class schedule
• Interested in finance, marketing, real estate, or research
• Curious, organized, dependable, and willing to dig for answers
• A strong communicator who is comfortable asking questions
• Comfortable with spreadsheets, documents, and online tools
• Able to work independently without needing every single step explained
• Not terrified by complicated research or an imperfect spreadsheet