Financial Planning Associate Apprentice

Job overview

The Financial Planning Associate Apprentice role is in person at the company’s Bloomington-area office in Minneapolis, MN, around the student’s class schedule. Compensation is $10–$15 per hour. Centurion Financial Strategies helps individuals and families with financial decisions, retirement preparation, investments, and life transitions. The apprentice supports financial planning and client preparation while contributing to research, marketing, property investigations, event planning, and internal workflow improvements across the firm’s projects.

What you'll do

• Help prepare for financial planning client meetings
• research financial planning topics and organize client information
• create marketing content, social media posts, emails, or videos
• research property records, family histories, and possible heirs
• help market and plan the Land UnConference
• improve workflows using AI or other technology
• assist with projects as assigned.

What we're looking for

Skills & competencies

financial planning associate apprentice

centurion financial strategies

minneapolis mn

bloomington office

financial research

client meeting preparation

marketing

property records research

event planning

college student

$10–$15/hr

in-person

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting describes potential commissions from property deals and the possibility of additional responsibilities or a future full-time role.

Why this role

Designed for a college student who can work in person around class commitments; the internship may lead to additional responsibilities or a future full-time role.

About the employer

Centurion Financial Strategies, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.