Partner with Spire Outsourcing
In an effort to team up with the nation’s brightest students to develop comprehensive financial plans, Spire Outsourcing (Spire) is partnering with respected personal financial planning (PFP) programs like yours.
About Spire
Spire provides outsourced financial plan construction to a potential field of more than 3,800 financial professionals with Cambridge – one of the largest internally controlled financial solutions firms in the country – and their investing clients. With support and direction from the Spire leadership team, participating student contractors construct the financial plans while serving as behind-the-scenes members of the financial professional’s team.
This opportunity is open exclusively to rising seniors and graduate students who are in a personal financial planning program. Internship opportunities are also available for students between their junior and senior year.
Exclusive Benefits for Students
Paid contract work
Real-world experience and exposure to the financial industry
FINRA Series 7 licensing consideration upon request
Qualified experience toward CFP® certification experience requirement
Possible placement in a financial professional’s office
Work remotely
How PFP Programs are Engaging Students
Download Job Description
Download sample email to students
Download newsletter insert/handout
Getting Students Started
Verify college experience and field of study.
Complete Independent Contractor Agreement and Personal Disclosure Form
Complete fingerprinting and background check
Have access to a personal computer that can be equipped with Microsoft Azure
eMoney certification is encouraged
Elevate your university’s program!
Contact Eric Sawyer at Spire to begin a conversation about how you can leverage this opportunity.