Financial Planning Intern

Company : Jmg Financial Group,

Job Description - Financial Planning Intern

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-time Financial 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

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Financial Planning Intern

Job Description - Financial Planning Intern

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