The Beacon Wealth Consultants Internship Program
The Beacon Wealth Consultants Internship Program is an opportunity for financial planning college students and recent graduates to use their education and skills to help Christian families steward their finances well, plan for the future, and invest in a biblically responsible way.
Young financial planners will experience the diverse workings of a faith-based financial planning and investing firm and be a part of a team helping Christians align their finances with their faith values.
Do you want to integrate your faith with the financial advice and services you provide?
Do you want to work at a nimble, boutique firm that sees you as an individual and values your unique contributions?
Do you want to gain broad experience in financial planning, investments, client service, and marketing?
Do you love the great outdoors and being part of a tight-knit local community?
Are you ready to use your skills to bless families and make an impact for God’s Kingdom?
If you do, the Beacon Wealth Consultants Internship Program might be a great fit!
What you’ll learn about and assist with:
- The financial planning process at a boutique firm – from paperwork, to client meetings, to crafting financial plans.
- Biblically responsible investing and how Christian investment managers evaluate funds for portfolio construction.
- The administrative backbone of a financial planning firm – such as compliance, document management, inbound marketing, advertising, and many other aspects.
Requirements
The internship requires a passion for faith-based investing and growing knowledge of comprehensive financial planning. Applicants should have a keen interest in financial planning and providing exceptional service to clients. Other application requires include:
- Junior or Senior pursuing a degree in Financial Planning (or recent graduate)
- Willing to live in or commute to Roanoke during the internship
- Teachable disposition with a can-do attitude
- Strong proficiency with Microsoft Office
- Demonstrates ownership of tasks and projects
Want to be our Summer Intern?
Click here to apply!
About Roanoke
Roanoke is the principal city in Virginia’s Blue Ridge Mountain region. Roanoke is an outdoor lover’s paradise with easy access to biking, hiking, boating, and other activities – including the iconic Appalachian Trail.
Culture seekers will love the local museums, shops, and historical sites nearby. Want a weekend trip to a larger city? Raleigh and Charlotte, North Carolina, Washington, D.C., and other areas are nearby.
A welcoming local community and low cost of living add to the value of living and working in Roanoke!
About Beacon Wealth
We believe that every follower of Christ should be presented with the opportunity to manage and invest his or her resources in a manner that honors their faith values.
For 25 years Beacon Wealth Consultants has pursued this vision by providing comprehensive financial planning and investment management to Christian families and organizations.
We are a fee-only investment adviser and a Certified Best Christian Workplace headquartered in beautiful Roanoke, Virginia.
Want to know more about how we approach financial planning?
Check out our complimentary download: A Christian’s Guide to Financial Planning
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