The Plexus Groupe Intern - Plexus Financial Services (Paid - Summer 2021) in Deer Park, Illinois
Plexus Financial Services, LLC ? awarded Best Places to Work ? is looking for candidates who dream big. We have an opening for an Intern ? Financial Services Division of The Plexus Groupe in our Deer Park, IL office.
We are seeking a candidate who is driven, introspective, quick, analytical, accurate, and friendly. If you enjoy challenging yourself and helping others, you will like working with us!
As a Financial Services Intern, you will work with Plexus Financial Services, LLC advisors to learn more about the corporate retirement plan field. You will gain valuable real-world work experience from a Corporate Retirement Plan Advisory Group with a national presence and an international reach. You will learn about retirement plan and employee benefit trends for organizations ranging from 20 to 5,000 employees across all industries. You will work with seasoned Client Managers and Vice Presidents on managing client questions, sales and marketing, service support, and investment reviews along with participant education.
The internship begins June 7, 2021 and will run through August 6, 2021, but our hope is that the lessons you learn will carry forward as you later embark on your career in your chosen field.
One Plexus intern will have the opportunity to enter into the Council of Insurance Agents & Brokers internship competition to win a $5,000 scholarship towards their college education.
Provide support to the Financial Advisor for the corporate retirement plans and participants they serve.
Prepare forms, reports, correspondence, and arrange FA directed marketing campaigns as well as provide requests for research.
Establish and maintain files to meet the firms regulatory requirements, create and produce reports, system administration, and support efforts to service and grow client relationships.
Projects and tasks will be assigned to provide hands on experience.
Currently enrolled in a bachelor?s degree program is required. Majors in Insurance, Finance, or Business Administration is preferred.
Candidates should be entering their junior or senior year of college.
Must have a 3.0 GPA or higher.
Be a self-starter.
Possesses analytical / problem-solving skills.
Enjoys teamwork and cultivating relationships.
Possesses excellent verbal and written communication skills.
Has work experience demonstrating strong technical and / or client service skills (analyst-type of internship preferred).
Has a passion for solving problems and sharing solutions to exceed the standards of the client.
Possesses excellent Microsoft Excel skills, with intermediate knowledge of other Microsoft Office programs.
Plexus Financial Services, LLC is driving the next chapter in the financial service industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.
Plexus Financial Services, LLC (?PFS?) does not provide specific investment, tax, and/or legal advice and the information referenced/provided is not specific to any company?s or individual?s circumstances. These materials are general in nature and provided for educational purposes based upon publicly available information from sources believed to be reputable and reliable; we cannot assure the accuracy or completeness of these materials and as a result, personal diligence should be completed before relying or acting upon the information presented. Any general information referenced/provided is not be construed as personalized investment, tax, and/or legal advice. Always consult an advisor, attorney and/or tax professional regarding your specific situation.
This communication is strictly intended for individuals residing in the states of Alabama, Arkansas, Colorado, Georgia, Illinois, Indiana, Louisiana, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Washington, and Wisconsin and does not provide any information regarding any offers or services directly provided by PFS. The information referenced/provided is not to be considered an offer to buy or sell, or a solicitation of any offer.
PFS is a wholly owned subsidiary of The Plexus Groupe LLC. Advisory services are offered through Plexus Financial Services LLC, a registered investment advisor with the SEC which transacts business in states where it is properly registered, or is excluded or exempted from registration requirements, member FINRA www.finra.com, and the SIPC www.sipc.com. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.