Internship in Financial Services

6 days left

Carlsbad, California
11.00 - 15.00
Dec 22, 2020
Jan 21, 2021
Employment Type
Part Time
Experience Level
CFP® Certification

Located in Carlsbad, CA, an independent boutique financial planning firm is seeking an intern to work alongside a CFP.  You will learn about all about financial services and what its like to work within the financial services industry.  

Internship Description

  • Opportunity to observe client meetings
  • Create your own Financial Plan
  • Assistance in office activities
  • Hear from industry professionals across numerous disciplines
  • Note taking of economic and investment meetings and conference calls
  • Data entry and report creation
  • Document management
  • Management of client information
  • Conduct Investment Research




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