Financial Planning Intern

1 month ago


Kennesaw, United States Henssler Financial Full time
Job DescriptionJob DescriptionDescription:

The Planning and Implementation Intern is an hourly paid position and the chosen candidate will learn many aspects of the business including:

  • Attend internal team meetings
  • Attend client meetings alongside our professionals
  • Work closely with our Client Service Associate Team and Financial Planners to complete tasks such as opening new accounts, transferring accounts, and assist with our onboarding process for new clients
  • Learn to create investment policy statement booklets
  • Enter data related to cash flow projection
  • Gain exposure and training on trading
  • Greeting clients and answering client phone calls
  • Increase proficiency in various software programs
  • Learn and follow company procedures
  • Additional tasks and special projects as needed
Requirements:
  • Pursuing degree in Finance or related field
  • Excellent communication skills
  • Ability to maintain confidentiality
  • A high level of detail orientation.
  • The ability to handle a variety of task and handle competing deadlines

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