Financial Planning Associate Apprentice

WizeHire, Inc; BLOOMINGTON (MN); On-site; USD 21,000 - 25,000; Part time

Job summary

Centurion Financial Strategies internship in Bloomington, MN offers hands-on exposure to financial planning research, client preparation, and marketing projects within a small team. You will work on real client preparation, data organization, and internal system improvements, with opportunities to contribute to property investigations and events.

Ideal for college students near Bloomington with curiosity in finance, research, and operations; in-person attendance required as class schedules

Responsibilities

• Support Centurion Financial Strategies through financial planning research, client meeting preparation, marketing projects, data organization, and improvements to internal systems.
• Assist Generation Family Properties on two projects: Messy Title—research ownership, heirs, probate; The Land UnConference—marketing, social media, attendee communication, event research and planning.
• Contribute to real client preparation, financial research, marketing campaigns, property investigations, and events; some tasks have clear instructions while others start with a question or idea.

Job description

Centurion Financial Strategiesis 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 Titlefocuses 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 UnConferenceis 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.