Financial Planning Assistant

4 weeks ago


SaintAubinsurGaillon, Normandie, United States Hilltop Wealth Advisors, LLC Full time
Job Overview

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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