Certified Financial Planning Internship
2 weeks ago
We are seeking a highly motivated and detail-oriented individual to join our team as a Certified Financial Planning Intern. As a member of our financial planning services team, you will have the opportunity to work with experienced professionals and gain hands-on experience in financial planning, investment research, and client service.
Key Responsibilities:
- Assist in the preparation of financial plans, portfolio administration, and investment research
- Develop and apply basic-intermediate financial planning skills and expertise
- Conduct investment research, reporting, and analysis
- Support projects that may encompass operations, business development, and wealth management
- Attend weekly financial advisor calls
Requirements:
- Starting senior year of college (fall of 2025), in a CFP accredited program
- Interested in a career in the financial services industry
- Client-first attitude and passion to serve others
- Effective oral and written communication skills
- Demonstrated analytical and problem-solving ability
- Ability to handle a variety of duties and balance challenging deadlines
What We Offer:
- Flexible work schedules
- Comprehensive benefits
- Employee resource groups
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran, or any other characteristic protected by law.
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