Investment Planning Specialist

3 weeks ago


SaintAubinsurGaillon, Normandie, United States Hilltop Wealth Advisors, LLC Full time
About the Role

We are seeking a detail-oriented and organized Financial Planning Intern to assist our team in Chapel Hill, NC. As an intern at Hilltop Wealth Advisors, LLC, you will be responsible for various tasks, including planning and preparing for client financial planning and investment review meetings, entering client data into financial planning software, and monitoring investment portfolios.

Key Responsibilities:

  • Assist with client correspondence, maintain files, and records in accordance with our record retention policy
  • Perform special projects as assigned by the team

Requirements:

  • Bachelor's degree or equivalent in finance, marketing, economics, or related field
  • Excellent communication, organizational, and computer skills

Benefits:

  • Gain valuable experience in the financial services industry
  • Develop professional growth and development opportunities

Salary: $15-20 per hour, depending on experience and qualifications. Estimated annual salary: $31,200-$41,600.



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