What better way to learn a business than to work alongside mentors and leaders who are in the trenches every day? We’re proud to offer a full-time Financial Planning & Sales Intern position during the Summer of 2019. In partnership with the Monroe-Brown Foundation Internship Program, this position includes $3,500 in scholarship money in addition to an hourly wage.

Applications will be open for students who attend one of the institutions below and meet the criteria listed:

  • Kalamazoo College: incoming juniors, seniors and graduate students
  • Western Michigan University: incoming juniors, seniors and graduate students
  • Kalamazoo Valley Community College: incoming second-year students
  • Davenport University (Kalamazoo campus only): incoming juniors and seniors
  • Michigan State University: incoming juniors, seniors and graduate students who graduated from a Kalamazoo-area approved high school
  • University of Michigan: incoming juniors, seniors and graduate students who graduated from a Kalamazoo-area approved high school

Position: Financial Planning & Sales Intern
$12-15/hour + Monroe-Brown Scholarship

We are seeking an energetic, responsible intern to join our fast-paced, client-focused organization! The ideal candidate would be familiar with or interested in financial planning and wealth management. He or she should be comfortable doing research, thinking analytically and managing multiple projects at once. This multi-faceted position will work across three teams within Rose Street Advisors—Retirement Planning/Investments, Life Insurance and Employee Benefits.

Partnering side-by-side with firm owners and employees, the student in this internship position will have the opportunity to take the lead on multiple projects, which include:

Retirement Planning/Investments Team

Reporting to: Carl Doerschler, CMFC | Principal and Financial Advisor

Summary: Understand the firm structure, industry requirements and regulations associated with investments and securities. Become knowledgeable about the sales process and focus on the operational aspect of doing business and servicing clients.

  • Retirement Planning/Investments Project #1: Research and recommend two new custodial options, as made available by the firm’s broker-dealer, M Financial.
  • Retirement Planning/Investments Project #2: Understand the department’s strategic overview, research and recommend process improvements to increase productivity and efficiency.

Life Insurance Team

Reporting to: Craig Platt, CLU, ChFC, CFP, LIC | Principal and Life Insurance Advisor

Summary: Participate as an active member of the advising team, understanding the sales process, life and disability insurance underwriting procedures, and policy and carrier concerns. He/she would also be part of internal strategy sessions addressing roadblocks concerning clients.

  • Life Insurance Project #1: Develop mail-based marketing resources for business clients and advisors.
  • Life Insurance Project #2: Source relevant content and whitepapers to be used for client outreach and education.

Employee Benefits Team

Reporting to: Kevin McPherson, LIC | Principal and Employee Benefits Advisor

Summary: Participate in the sales, operations and client-driven service of the Employee Benefits team. This includes gaining experience with: sales, closing business opportunities, onboarding clients, implementing new technology, policy renewals and retention strategy.

Employee Benefits projects could include (but not limited to):

  • Identify and implement a more efficient sales tracking system
  • Maximize the use of Maxwell Health platform
  • Research and recommend efficiencies for small business clients
  • Help plan and execute the firm’s annual client seminar