Financial Planning Intern - Part Time
- Employer
- Merit Financial Partners, LLC
- Location
- Westport, Connecticut, New York City, Work Remotely
- Salary
- Open
- Closing date
- Apr 9, 2021
View more
- Job Role
- Financial Planner
- Employment Type
- Part Time
- Level
- Internship
- Experience Level
- Career Changer
- CFP® Certification
- Required
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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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