Financial Services Coordinator

3 weeks ago


SaintAubinsurGaillon, Normandie, United States Hilltop Wealth Advisors, LLC Full time
Job Description

Hilltop Wealth Advisors, LLC is seeking a highly motivated Financial Planning Intern to join our team. This is a summer internship with the possibility of extending into the school year.

The ideal candidate will have general financial knowledge and an interest in financial services. They should be intrinsically motivated, have a positive attitude, and a willingness to learn and grow. The selected individual will work closely with our Financial Advisors and Planning Associates on various tasks, including planning and preparing for client financial planning and investment review meetings, entering client data into financial planning software, monitoring investment portfolios, and analyzing asset allocations.

Responsibilities:

  • Assist with client correspondence, maintain files, and records in accordance with our record retention policy
  • Perform special projects as assigned by the team
  • Work effectively in a team environment and prioritize multiple tasks

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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