Investment Suitability Analyst Internship

As an investment suitability analyst intern at COUNTRY Financial, you will work alongside our Best Interest Review team to:

  • Perform investment division business functions
  • Create process maps and procedures
  • Analyze data and implement process improvement solutions

Requirements:

  • Pursuing a degree in Finance, Business Administration, or a related field
  • Graduation date of August 2018 or beyond
  • Previous general office, banking, or investment experience
  • Previous experience working with customers and financial products is preferred
  • Solid understanding of Microsoft Office products
  • Experience with Microsoft Access is preferred (or equivalent knowledge working with databases)
  • Excellent oral and written communication skills
  • Strong multitasking, time management and organizational skills
  • Project management skills are desired
  • Must be able to work full-time hours from May to August 2018. The internship may be extended part-time into the fall semester; depending on the availability of the student, the needs of the company, and strong work performance.

Meet Some of COUNTRY Financial's Employees

Judy A.

Financial Representative

Judy often feels more like a counselor than a financial advisor because she’s so close to the everyday happenings of her clients, guiding them to make smarter financial decisions.

Andrea R.

Financial Representative

Andrea helps people understand the path for retirement and help create a tangible plan to achieve their goals in retirement so that they feel comfortable and financially secure.


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