Fry's Electronics
Omaha, NE
Lutz Financial Intern + Summer 2027
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Apply to Lutz Financial Intern + Summer 2027 at Fry's ElectronicsJob details
- Location
- Omaha, NE
- Work type
- Onsite
- Visa
- Sponsorship available
- Posted
- 3 weeks ago
- Apply on
- app.loxo.co
About this role
Lutz is a business solutions firm providing advisory and compliance services, including financial planning and investment solutions. The Lutz Financial Intern will support financial planning and investment strategy projects, prepare client financial plans, conduct portfolio research, draft trade proposals, and work alongside investment advisors.
What you'll do:
- Assist with special projects supporting financial planning and investment strategy
- Support the preparation and organization of client financial plans
- Conduct portfolio research and analysis
- Draft trade proposals to implement approved portfolio updates
- Gain firsthand experience working alongside investment advisors
- Learn what it takes to become a successful Financial Advisor in today’s industry
What they're looking for:
- Strong academic credentials with a minimum GPA of 3.0 (Finance related majors preferred)
- Relevant work experience including summer positions and/or school jobs
- Demonstrated leadership and problem-solving skills
- Strong verbal and written communication skills
- Junior standing or above
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