Financial Planning Internship
6 hours ago
Johnson Financial Group LLC is seeking a highly motivated and detail-oriented individual to join our team as a Financial Advisor Intern. This 10-week internship will provide a comprehensive learning experience in the financial services industry.
Key Responsibilities:- Assist financial advisors in preparing for client meetings and running their business
- Gain exposure to financial planning software, including eMoney and MoneyGuidePro
- Gain experience creating retirement plans
- Attend industry and advisor development trainings
- Study and obtain the Securities Industry Exam (SIE)
- Work on assigned projects
- Actively seeking a degree in financial planning, marketing, finance, or a related field
- Junior or Senior standing
- Minimum GPA of 3.0
- Member of a financial or investment organization (a plus)
Johnson Financial Group LLC is a privately held, family-owned bank that values diversity, equity, and inclusion. Our culture is built on guiding values and principles that ensure thriving futures for our associates, clients, and the communities we serve.
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