Yeske Buie Re-Internship Opportunity

Yeske Buie Re-Internship

Yeske Buie is seeking a ‘Return to Work’ intern (a Re-Intern) in our Vienna, VA office to begin work in January 2018.

What is a Re-Intern?

A Yeske Buie Re-Intern is someone who has experienced prior career success in the financial services industry, has been voluntarily out of the workforce for at least two years, and now wants to become a Financial Planner. The Re-Internship will last for 6 months and the successful Yeske Buie Re-Internship may lead to one of the following career choices:

  • Securing a position as a Yeske Buie Financial Planning Resident, a temporary, 3-year, full-time position designed to provide all of the qualifications for attaining the CFP designation and becoming a competent financial planner.
  • Starting their own financial planning practice or pursuing a position as a successor for an existing financial planning firm.
  • Becoming an advisor for another RIA firm.

The Re-Internship is an opportunity to work closely with a dynamic and innovative team at a leading financial planning firm. During this time, the re-intern will learn or renew their knowledge of what Financial Planners do and will gain invaluable experience in terms of understanding the financial planning process and analysis, portfolio management, client relationship building, implementation, trading, and more. The position will focus on hands-on learning as well as education and includes professional, technical, and administrative work.

Yeske Buie has been running internships since its inception and believes strongly in the value of internships to both interns and the companies who sponsor them. Our goal for this program is for the Re-Intern to be prepared to launch a successful and fulfilling career as a Financial Planner.

What the Re-Internship Looks Like

The Re-Internship is a paid, six-month, full-time position, beginning in January of 2018.

This position will include three types of work:

  • Work that provides the Re-Intern with hands-on learning about how to be a financial planner while supporting the work Yeske Buie does for its Clients.
  • Work in support of the Re-Intern’s learning and growth, such as participation in professional meetings and organizations, access to industry leaders and resources, and individual mentoring.
  • Work in support of Yeske Buie’s day-to-day operations, such as database management and administrative responsibilities.

Duties will vary and evolve over time, but will include:

  • Financial plan and update preparation for Client meetings and participation in Client meetings
  • Investment Policy Statement creation, other analysis and reporting, and managing Client Private Pages®
  • Asset Management support (e.g. research, reviewing Client accounts, tracking unrealized/realized gains, checking for margin balances in Client accounts, rebalancing, trading, etc.)
  • Financial Planning support (e.g. research, financial planning software input and report generation, data consolidation in support of financial planning projects, spreadsheet creation and maintenance, etc.)
  • Work with various financial planning methodology, systems, and software programs to enhance financial planning acumen
  • Business Development support (e.g. analyzing and tracking Client base data, supporting social media output, etc.)
  • Participation with staff and leadership in the ongoing strategic and logistical management of the company
  • Client Service support (e.g. preparing paperwork, etc.)
    • Administrative responsibilities (e.g. scanning and filing, answering phones, Client digital folder clean-up, system updates for SEC compliance, etc.)
    • Data entry, database clean-up, maintenance, and quality control
Requirements

Applicants must:

  • Hold a Bachelor’s Degree or higher
  • Have been voluntarily out of the workforce for at least two years
  • Be looking to enter the financial planning profession and be enthusiastic about participating in the financial planning community
  • Be trustworthy, ethical, hard-working and professional
  • Demonstrate excellent written, verbal and technical skills
  • Be detail-oriented and able to manage tasks and projects through to their successful conclusion
  • Have strong relationship building skills and the desire to leverage life experiences to relate to clients and help them achieve their goals
  • Enjoy working as part of a team as well as be able to work effectively and efficiently on their own
  • Have a strong desire to learn and grow
How to Apply for this Position

Please send a resume, cover letter, and short essays answering the questions below to Jobs@YeBu.com (no phone calls, please). Applications will be accepted through November 15th.

Short-Essay Questions:

  • Why do you want to become a financial planner (be sure to distinguish “financial planner” from other advisors in the financial services industry)?
  • Why do you want to work for Yeske Buie?
  • What would you bring to Yeske Buie that is unique and special?
  • What would you need from Yeske Buie to reach your highest potential?
  • The organizing principle that runs through all aspects of Yeske Buie is “Live Big®”. What does “Live Big®” mean to you in your life?

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson