WESTERN MICHIGAN UNIVERSITY
 
 
 


Announcements

Financial Management Association(FMA)

Next Meeting: Thursday, February 2nd @ 7 PM
                   Room:  1145 Schneider Hall

We will be discussing:

  1. CHICAGO TRIP
  2. Spring Banquet
  3. Resume Book

Membership entitles you to:

  1. Job/Internship Opportunities
  2. Great Networking Opportunities
  3. Speakers from all areas of finance
  4. Tours of the Chicago Federal Reserve, CME, CBOT, CBOE

Interested?? Applications will be available at the meeting

 

Internship: Plante & Moran, PLLC

Financial Planning Position at Plante & Moran, PLLC

PMFA is rated by Bloomberg as one of the top independent, financial planning firms based on revenue and assets under management.  Our approach and range of services is unique and I encourage any interested candidates to visit our website platemoran.com. Here you can get an overview of our entire firm as well as PMFA.  For the eighth year in a row, Plante Moran has been selected as one of Fortune Magazine's top 100 companies to work for in America.

This is an entry-level, professional position on the track to Partner.  We are looking for an individual who will be ready to begin during the summer of 2006 in our Kalamazoo office (we are in the Trade Centre Building).  Our professional standards and our clients require outstanding skills including the following for this position:

  1. A solid academic history which includes a major in finance/financial planning or accounting
  2. An overall and major GPA of at least 3.25
  3. Excellent communication skills in working with clients and other team members
  4. Demonstrated problem solving and analytical ability
  5. Desire to assist in business development (luckily without any of the cold calling!)

 

Unlike many brokerage positions, we are fee based and therefore do not sell products or collect commissions.  We provide independent, individual advice to our individual and institutional clients that include the full scope of their financial planning needs including investments, estate and insurance planning.

If you are interested, please send or email a resume to me at the address below.  Once we have preselected candidates, we will schedule an initial interview date.

Camille J. Hoekstra, CPA
Plante & Moran, PLLC
750 Trade Centre Way, Suite 300
Portage, MI  49002
Direct Dial:  269.567.4580
Direct Fax:  248.233.9043
Camille.Hoekstra@plantemoran.com

 

Internship: Bright Financial

We are seeking an intern for our financial planning firm.  We would like to hire a business student with a minimum of two years left until graduation. It is an entry-level position with potential rapid advancement in daily responsibilities and experience.  Internship responsibilities could include:

• Portfolio reporting    
• Business processing
• Client services
• Preparing investment synopsis’ for ad visor/client meetings
• Individual client cases for advisors
 
It is a paid position that will require 15-24 hours a week of flexible scheduling.  This position is not intended to last just one semester and does not have to be coordinated with HCoB if you would prefer.

The candidate must maintain a GPA of 3.5 or higher in addition to having the following:
• An excellent problem solving ability
• Strong written and verbal communication skills

Other criteria we will strongly consider are the intern’s intelligence, integrity, and initiative.  The intern should be punctual, personable, and be capable of working during the summer months as well as when school is in session.

Bright Financial Advisors has over 45 years of financial planning experience and manages over $70 million for our clients.

Internships with HCoB students have worked out well in the past and we look forward to continued mutual success going forward.

 
Jeff Bright CFP®
450 W. Centre Ave Portage, MI 49024
Phone: (269)373-2700
Fax: (269)345-5712
Email: brightj@yahoo.com

 

Internship: Pfizer

If you know of any students who may be interested in checking out
the Finance Intern position, they can do so by following these
steps:

1. Go to the Pfizer homepage: http://www.pfizer.com

2. Under the Who We Are heading, Click on "Careers"

3. Then click on "Find a Career at Pfizer" and select "United
States"

4. Click on "Job Opportunities"

5. Using the drop down menus at the top, select UNITED STATES ‑
MICHIGAN ‑ KALAMAZOO

6. At the bottom of the page, type in KEYWORD: Intern

Sincerely,

Edwina

Edwina Lyons, Office Coordinator
Finance and Commercial Law
Western Michigan University
1903 W Michigan Ave
Kalamazoo, MI 49008‑5420
(269) 387‑5726
Email: edwina.lyons@wmich.edu

Internship: Charles Zhang & Associates

A Financial Advisory Practice of Ameriprise Financial

Charles Zhang is looking to hire a WMU student of sophomore or junior status majoring in finance as soon as possible.  He’s looking for a hardworking, dedicated student with a GPA of 3.0 or higher who is willing to work about 25 hours a week. The position he is hiring for is an administrative assistant who would be responsible for general office tasks.  The student will have the opportunity to gain knowledge of the financial workings of a personal financial planning company in a real world environment.  It would be a great opportunity for any student interested in gaining experience in personal financial planning as Charles is the #1 advisor in the country out of Ameriprise's 10,000+ advisors!

Interested students should contact Lynn Chen-Zhang. 
Email: lynn.l.chen-zhang@aexp.com  Office Phone: (269) 385-1488