Financial Planning Assistant Internship

A hands-on introduction to the world of personal finance. Interns will work alongside the financial advisory team to help conduct the smooth operation of a fast-paced financial planning office.

This position supports many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. From helping organize the logistics of a client/prospect event, to financial planning development and analysis, interns will gain a realistic sense of today’s personal financial world.

Responsibilities and time allocation will change over time to meet the needs of the practice and can include additional tasks as assigned by the Advisor.

Position Functions:

•Manage the Advisor’s calendar

•Schedule client appointments and prepare for appointments (print appropriate reports)

•Greet clients as they walk-in and make it a friendly, welcoming environment

•Help prepare and process client applications (IRAs, Non-Qualified Brokerage Accts., Insurance, etc.)

•Verify transactions (security trades and money movement)

•Follow-up with clients and Home Office on related issues

•Enter and update client data in financial planning software

We are looking for someone that exhibits the following:

•Positive attitude

•High level of computer efficiency including Microsoft Office Tool Suite

•Strong desire to learn the financial planning and investment management process

•Self-starter who's always looking for ways to help and grow

•Strong interpersonal skills

•Effective and efficient time management

•Ability to multi-task and prioritize assignments

•Having a focus on people, not just our bottom line