We look for the best talent in our industry and are very selective in our hiring. The entire Bedel Financial team brings experience, industry knowledge, and well-honed skills to the firm. We are proud to have Certified Investment Management Analyst (CIMA®), Certified Financial Planner™ practitioners (CFP®), and Chartered Financial Analysts (CFA) on our team, reflecting our commitment to the profession.
For students in their final years of college who will be transitioning into the field of personal financial planning or investment management, we evaluate internship opportunities as part of our talent development efforts. Browse our open internship positions below to apply.
Portfolio Manager
The Portfolio Manager will be responsible for managing and customizing investment portfolios that are tailored to the needs and financial goals of individual clients. The role will also involve active participation in the firm’s Investment Committee requiring involvement in the investment due diligence process, evaluating potential investments, and contributing to the overall investment strategy of the firm. This is an experienced position that requires strong client-facing skills and a deep understanding of investment strategies and market trends.
Internship Opportunities
We appreciate your interest in opportunities with our firm and admire your initiative. To ensure a fair and consistent review process, we ask that resumes be submitted only through a posted internship application on our website.