Summer Financial Planning Intern

3 days ago


Atlanta, United States Spelman College Full time

and the job listing Expires on June 3, 2025 Yeske Buie, a leading wealth management firm, is seeking to hire an Intern for the summer in our San Francisco, CA office. We are looking for candidates from financial planning programs. The position includes professional, technical, and administrative work. This internship is a rare opportunity to work closely with a dynamic and innovative Financial Planning Team and Support Staff. During this time, you will have an inside look at what Financial Planners truly do. You’ll gain invaluable experience in terms of understanding the financial planning process, relationship building with Clients, portfolio management, trading, and more. Duties will vary over time and will include: Preparing several types of financial planning reports for Client meetings and having the opportunity to sit in on at least one meeting with a Client to discuss their financial plan, portfolio, and any other queries on their minds. Uploading financial planning reports to Clients’ unique Client Private Page on the company website. Supporting asset management responsibilities (ex. research, reviewing Client accounts, unrealized/realized gains tracking, checking for margin balances in Client accounts). Supporting financial planning responsibilities (ex. research, data consolidation in support of financial planning projects, testing new software for application at the firm). The opportunity to learn seven or more software programs to enhance your financial planning acumen. Other Responsibilities: Business Development Support (ex. tracking Client data, preparing marketing mailings, supporting social media output) Client Service Support (ex. preparing paperwork) Administrative Responsibilities (ex. scanning and filing, Client digital folder cleanup, and system updates for SEC compliance) Data Entry, Database Cleanup, Maintenance, and Quality Control Logistics: This is a paid position. Yeske Buie will provide a small housing stipend, but the Intern is responsible for securing and paying for accommodations for the duration of their internship. The Yeske Buie team works remotely on Mondays and Fridays and in the office on Tuesdays, Wednesdays, and Thursdays. Additionally, it is an expectation that every member of the Yeske Buie team has received the COVID-19 vaccine/recommended boosters and will provide that documentation during the new hire process. #J-18808-Ljbffr



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