Intern, Financial Planning

What this role involves

This internship supports financial advisors in servicing high net worth clients, involving client onboarding, meeting preparation, and financial plan creation. The role requires pursuing a bachelor's or master's degree with graduation within 12 months and offers hands-on experience in advisory and client relationship skills. It operates in a professional office environment with no travel required.

Skills this posting asks for

• microsoft word
• excel
• financial planning software
• crm software

Requirements

• Level: intern
• Remote policy: onsite

From the employer’s posting

JOB SUMMARY: The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communi…