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Financial Planning Assistant

2 months ago

Milwaukee, Wisconsin, United States Advisor Business Solutions Full time
Financial Planning Internship Opportunity

At Advisor Business Solutions, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and client management.

Key Responsibilities:
Assist in the preparation of financial plans, including data gathering, analysis, and plan creation.
Support client management activities, including scheduling meetings, maintaining client files, and handling client communications.
Research financial products, investment strategies, and market trends.
Prepare reports and presentations for client meetings.
Collaborate with team members on special projects and initiatives.
Attend and participate in team meetings, training sessions, and professional development opportunities.

Qualifications:
Currently pursuing a degree in Finance, Financial Planning, Economics, or a related field.
Strong analytical and problem-solving skills.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
High level of attention to detail and accuracy.
Ability to work independently and as part of a team.
Prior experience or coursework in financial planning is a plus.

What You'll Gain:
Hands-on experience in financial planning and analysis.
Opportunity to work with experienced professionals in the industry.
Chance to network with industry professionals and potential mentors.
Development of valuable skills in financial planning, client management, and communication.

About Advisor Business Solutions:
We are a leading provider of financial planning services, dedicated to helping individuals and businesses achieve their financial goals. Our team is passionate about delivering exceptional service and expertise to our clients.