Contact Us About Internships
Looking for an exciting new opportunity?
Email Martial Frindethie, Director of Operations and Financial Planning Associate, for more information about internships with our growing company.
The Millstone Evans Group is seeking enthusiastic, motivated interns to work part-time in our Boulder office. This is a chance to join a dynamic team of financial advisor professionals who offer clients a financial planning experience unlike any other.
We provide interns with an opportunity to gain experience, inspire and be inspired, and advance within a collaborative and diverse culture. You could learn best practices for working with clients, portfolio development, investment management, preparing reports for client meetings, and more. You’ll also get access to and training in leading industry technology like these three that will be useful in your career:
- Redtail CRM - a cloud-based customer relationship management solution designed specifically for financial professionals.
- YCharts - The premier web-based financial research and analysis platform for asset managers/advisors that enables smarter investments and better client communications.
- eMoney Advisor - a streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients.
One the big advantages of interning with small to medium size firms is the access you have to the firm leaders. At The Millstone Evans Group, you’ll get excellent firsthand experience working closely with a dynamic, successful financial services team who represent clients in 37 states. This is an excellent opportunity if you’re looking to fuel your curiosity, uncover hidden strengths, and gain invaluable experience that could prepare you for a growth-focused career with the firm after graduation.
Ideally, candidates will be finance majors (CFP course curriculum is a plus) who have excellent communications skills and are able to work part-time 8-15 hours per week as class schedules allow, and fulltime during the summer and winter breaks. And good news for those wanting to intern close to school: our office is a short 10-minute drive from the University of Colorado Boulder campus.
Skills required include the ability to work with Microsoft Office applications, particularly Excel and Word.
About The Millstone Evans Group
The Millstone Evans Group is an independent Registered Investment Advisory (RIA) firm with offices in Boulder and Denver, a strong presence in Washington, D.C. and clients in 37 states.
Our areas of expertise include:
- Financial Planning.
- Wealth and Portfolio Management.
- Environmental, Social, and Governance (ESG) Focus on Investing.
- Longevity and Retirement Planning.
- Education Funding.
- Estate and Tax Planning
- Charitable Giving.
We firmly believe in connecting with clients in a clear, personal way that differentiates us from the jargon-filled, impersonal nature of many financial advisor firms. Our approach centers around removing the barriers to financial planning that people often experience. We do whatever it takes to make sure our clients feel very comfortable in a world that doesn’t often feel comfortable. When we work with a client, we focus on building a strong relationship based on mutual respect and close communication, understanding their goals and providing a tailored plan to meet them. Please visit other pages on our website to learn more about who we are, what we do, and what we offer clients.