The Financial Planning Intern is a temporary position performing a variety of duties for the financial planning team. Applicants will be entering an active, high-spirited, and service oriented work environment. We seek responsible individuals who are interested and may have experience in the field of financial planning, willing to be participants in a team atmosphere, take on a wide-range of tasks, and be accountable for their efforts.
Compile client financial planning data from multiple platforms
Enter financial planning data to eMoney software
Ad hoc projects as needed
Support and work with financial planning and investment advisory teams as needed
Entry level with 0-2 years of experience in financial planning
Bachelor’s degree with a financial planning track preferred or in process
Solid organizational skills with great attention to detail and commitment to accuracy
Self-directed, ability to handle new tasks with little direction
Experience in eMoney or other financial planning software a plus
Excellent verbal and written communication skills are required
We can only respond to qualified candidates and only individual candidates should respond. No agencies. Equal opportunity employer.
Bridgewater Wealth & Financial Management, LLC (bridgewaterwealth.com) is a nationally recognized wealth advisory firm located in Bethesda, Maryland offering high net worth and ultra-high net worth individuals, families and institutions cutting edge resources on par with large institutional firms along with unmatched personal service and attention. Bridgewater’s investment advisory, financial plan...ning, tax advisory and financial management teams are led by top industry professionals who are dedicated to working across teams to provide seamless financial support and solutions for their clients.