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Financial Planning Assistant

2 months ago

Seattle, Washington, 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.

Benefits:
  • Gain hands-on experience in financial planning.
  • Work with experienced professionals in the industry.
  • Opportunity to network with industry professionals and potential mentors.

About the BLX Internship Program:

The BLX Internship Program is designed to provide students and recent graduates with hands-on experience in the financial planning industry. Our mission is to cultivate the next generation of diverse financial planners by offering practical experience, mentorship, and exposure to various aspects of financial planning.


Position Overview:

As a Financial Planning Intern, you will gain valuable insights into the financial planning process, assist with client management, and support the development of financial plans. This internship is an excellent opportunity to apply your academic knowledge in a real-world setting and to learn from experienced professionals in the field.