Intern, Financial Planning - Rochester, NY

What this role involves

This internship supports financial advisors in servicing high net worth clients through onboarding, meeting preparation, and financial plan creation. The role involves administrative tasks, client service, and learning opportunities. It is an onsite position requiring a bachelor's or master's degree in progress with graduation within 12 months.

Skills this posting asks for

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