Intern, Financial Planning - Greenville, SC

What this role involves

This is an internship role in financial planning, supporting advisors for high net worth clients. Responsibilities include client onboarding, meeting preparation, and financial plan development. The role requires pursuing a bachelor's or master's degree with graduation within 12 months.

Skills this posting asks for

• microsoft word
• microsoft excel
• financial planning software
• crm software
• data entry
• plan modeling

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…