Financial Planning Associate Apprentice

Financial Planning Associate Apprentice Centurion Financial Strategies, LLC Bloomington, MN Job Details Part-time | Full-time | Apprenticeship | Internship $15

• $18 an hour 1 day ago Qualifications Financial planning Google Sheets Process improvement Research Improving operational efficiency Investment research CRM system proficiency AI Marketing Entry level ChatGPT Generative AI Full Job Description Are you interested in financial planning, investing, forward-thinking, and learning how a real small business works?

Centurion Financial Strategies, LLC is looking for a Summer Intern / Future Financial Planning Associate to work full-time during the summer with the potential to continue part-time during the school year and possibly grow into a full-time role. This is a hands-on, in-person opportunity to work directly with the CEO, support real client work, learn how a financial advisory firm operates, and use technology and AI tools to help improve systems and projects.

Position Details Company:

Centurion Financial Strategies, LLC & Generation Family Properties Location:

3600 American Blvd W, Suite 655, Bloomington, MN 55439

Work Arrangement:

In Office Schedule:

Full-time during summer; potential part-time during school year About Us Centurion Financial Strategies helps individuals and families make smart decisions around retirement, investments, tax planning, estate planning, insurance, college planning, and other financial matters. Why This Is Unique This is not a typical "busy work" internship. You'll get real exposure to client service, financial planning, small business operations, and AI tools. For the right person, this could grow into a part-time school-year role, full-time position, or future leadership opportunity. Our Core Values Professional Conduct

• Respect, integrity, timely communication Continually Pursuing Growth
• Always learning and improving Drive to Serve Others
• Going the extra mile Follow-Up in Communication
• Staying pleasantly persistent Reliability
• Doing what we say we'll do Proactive Effort
• Solving problems before they arise Flexibility
• Adapting when things change

Compensation:

$15

• $18 hourly

USD Responsibilities:

What You'll Do Client meeting preparation and follow-up Financial planning and investment research Client service, paperwork, and CRM updates Business operations and process improvement Marketing or educational content projects AI and technology projects using tools like ChatGPT, spreadsheets, and other business software Select projects connected to

Generation Family Properties Qualifications:

Who We're Looking For This could be a great fit if you: Interested in financial planning, investing, business, or real estate Want hands-on experience working directly with the CEO Are detail-oriented, reliable, professional, and trustworthy Communicate well and follow through consistently Are comfortable using Excel, Google Sheets, and AI tools Want the opportunity to grow into a larger role over time About Company We're Centurion Financial Strategies, a boutique financial planning firm (plus a land business on the side) run by a team that lives and breathes a business-minded culture. We help people grow wealth, protect it, and do more good with it. And we're hiring someone we can invest in long-term.