Financial Planning Intern - Part Time

Merit Financial Partners, LLC
Westport, Connecticut, New York City, Work Remotely
Feb 08, 2021
Apr 09, 2021
Employment Type
Part Time
Experience Level
Career Changer
CFP® Certification


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





Skills sought:



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