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Waggoner Financial

9 jobs near Columbus, OH

Waggoner Financial

Equity Research Analyst

Lansing, MI · On-site

Build and maintain financial models, including valuation and earnings analysis. * Monitor market developments, economic data, and sector trends relevant to portfolio positioning. * Perform due ...

New

Wealth Management Summer 2027 Internship

Waggoner Financial

Lansing, MI • On-site

$18 - $23.50/hr

Temporary

Retirement

Posted 4 days ago

Job description

  • Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support.
  • Support data entry and maintenance within CRM and portfolio management systems.
  • Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons.
  • Conduct research on investment products, market trends, and planning strategies under advisor supervision.
  • Assist with client onboarding documentation and account paperwork.
  • Attend client meetings as appropriate to observe advisor-client interaction.

Requirements
  • Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.
  • Strong interest in financial planning, wealth management, or the CFP® path.
  • Proficiency in Microsoft Excel and Word; comfort learning new software platforms.
  • Strong written and verbal communication skills.
  • High attention to detail and ability to handle sensitive client information with discretion.
  • Ability to work independently and manage multiple tasks in a fast-paced office environment.

Benefits
  • Direct mentorship from CFP® professionals, including advisor shadowing and client meeting exposure.
  • Hands-on experience with real planning work: retirement projections, benefits analysis, and portfolio review materials.
  • Competitive hourly pay.
  • Flexible scheduling around class commitments.
  • Small-firm environment with direct access to senior advisors and leadership.
  • Potential path to a full-time offer upon graduation.

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