Financial Planning Associate Apprentice

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

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.

Centurion Financial Strategies helps individuals and families make smart decisions around retirement, investments, tax planning, estate planning, insurance, college planning, and other financial matters.

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.

• 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

• 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

• 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

$15 - $18 hourly USD