Financial Planning Intern - Part Time

Employer
Merit Financial Partners, LLC
Location
Westport, Connecticut, New York City, Work Remotely
Salary
Open
Posted
Feb 08, 2021
Closes
Apr 09, 2021
Employment Type
Part Time
Level
Internship
Experience Level
Career Changer
CFP® Certification
Required

 

Merit Financial Partners, LLC is a fee-only financial planning and investment advisory firm in the process of an exciting expansion of our business. We are offering interns the opportunity to contribute meaningfully to the day-to-day operations of our financial planning and wealth management business. 

We are seeking part-time interns to support our Financial Advisors in the areas of financial planning and investment management.

A successful candidate would:

  • Help in creating comprehensive or modular financial plans and project work according to client needs
  • Share our firm’s philosophy of putting the client first
  • Assist with investment management
  • Assist in managing ongoing relationships with clients, keeping them updated about any changes affecting their finances
  • Maintain a strong commitment to teamwork and contribute to the overall success of the company

To learn more about our firm go to www.meritfinancialpartners.com.

 

 

 

 

Skills sought:

 

 

  •  Working toward CFP Certification or a CFP Practitioner
  •  Exceptional communication and presentation skills
  • Knowledge of Advyzon, Schwab Platform and MoneyGuidePro a plus. 

 

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