Financial Planning Assistant
4 weeks ago
Hilltop Wealth Advisors, LLC is seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. As a key member of our team, you will have the opportunity to gain hands-on experience in the financial services industry and develop valuable skills in financial planning and analysis.
Responsibilities:
- Assist financial advisors and planning associates in planning and preparing for client financial planning and investment review meetings
- Enter client data into financial planning software and monitor investment portfolios
- Analyze asset allocations and prepare client correspondence
- Maintain files and records in accordance with the company's record retention policy
- Perform special projects as assigned by the team
Requirements:
- Currently pursuing a degree in financial services, marketing, finance, or economics
- General financial knowledge and interest in the financial services industry
- Intrinsically motivated and positive attitude
- Ability to work in a professional environment and prioritize multiple tasks
- Excellent written and verbal communication skills
- Strong organizational and computer skills, specifically Microsoft Word, Outlook, and Excel
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- Hands-on experience in the financial services industry
How to Apply:
Please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you
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