Financial Planning and Operations Intern-Summer 2021

4 days left

Durham, North Carolina
Sep 29, 2020
Oct 29, 2020
Employment Type
Part Time
Experience Level
CFP® Certification

Build your operational, client relationship, and financial planning skills with a collegial, fast-paced firm experiencing steady growth over the past 27 years. You’ll work elbow-to-elbow with our advisors and operations staff to gain the necessary skills to be successful in a financial planning and investment advisory firm.



·         Observe client meetings

·         Gain experience with financial planning software, CRM, and other technology

·         Participate in conversations with mutual fund managers

·         Learn account maintenance systems at custodians such as Schwab and Fidelity

·         Assist operations staff with charitable gifts and required minimum distributions

·         Prepare financial analyses for use in retirement and college savings strategies

·         Test drive and recommend new technology for team collaboration and portfolio management

Ideal Candidate:

·         Graduating December 2021 or May 2022

·         Self-starter, curious, and highly attentive to details

·         Excellent written and verbal communication skills


·         Competitive salary

·         Roth IRA matching contribution

·         Housing allowance

·         Vacation week of July 4th


About Us:

·         SEC-registered

·         27 years in business

·         7 employees

·         Full service financial planning and investment advisory firm

·         Offices in Durham, NC and Denver, CO

·         Learn more at

Apply for Financial Planning and Operations Intern-Summer 2021

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