Financial Planning Intern

About the job

Position Description:

• Assist the Certified Financial Planners throughout the planning process from client engagement to financial plan implementation.

• Twenty hours per week for six months.

• Schedule is flexible around school schedule.

Educational Requirements:

• Must be enrolled in an undergraduate financial planning degree program or related field.

• Juniors and seniors preferred.

Other Requirements:

• Passionate about financial planning with a sincere desire to help others.

• Able to work in a team environment, be proactive, and ask questions.

• Desire to continually learn, grow, and stretch.

• Critical thinking skills and the ability to apply information.

• Proven ability to meet deadlines.

• Familiar with financial planning concepts and vocabulary.

• Exposure to financial planning software and client relationship management software.

• Able to use a financial calculator.

• Excellent written and oral skills.

• Previous internship experience preferred, but not required.

Primary Responsibilities:

• Process client data and input into financial planning software.

• Speak with clients on the phone to provide service, clarify data, and schedule appointments.

• Interpret a financial analysis and develop strategies and recommendations.

• Attend staff and training meetings as a full member of the team.

Opportunity to:

• Observe client meetings.

• Meet with certified financial planners for mentoring and career counseling.