Financial Planning Intern

Employer
Independence Wealth
Location
Voorhees, New Jersey
Salary
10-12 hours per week paid hourly
Closing date
Jan 15, 2022

View more

Job Role
Financial Planning Support
Employment Type
Part Time
Level
Internship
You need to sign in or create an account to save a job.

We are seeking a Financial Planning Intern for our firm in Voorhees, NJ. We are interested in you if you're a junior or senior majoring in Finance or Personal Financial Planning, who desires a small firm environment; wants to be involved in all aspects of the business, learning and shaping the way we care for our clients; and is excited to learn about the various functions of Financial Planning.

This is an internship that will directly support the firm's lead financial planner in managing existing and new client relationships. You will be expected to assist in various projects including financial plan and portfolio reviews. Thorough computer skills are essential. General knowledge of the financial planning process, portfolio allocation, and investment management is expected. You will be directly mentored on specific tasks and procedures, but will be expected to display an aptitude for self-directed productivity.

  • Assist and learn the financial planning process
  • Assist in administrative and operational duties
  • Learning and using performance reporting software
  • Lean to use financial planning tools such as: risk tolerance software, portfolio management tools, tax analysis software, trading software, CRM, and financial planning tools
  • Learning and Practicing client service
  • Attend client meetings
  • Shadow advisors in daily tasks
  • Attend CFP® education courses to expand knowledge of financial services industry

Skills: multitasking, quick ability to learn, adaptability in work situations

Personal qualities: positive attitude, unafraid of challenging tasks, goal & research oriented, willingness to learn, eager to improve

 

Apply for Financial Planning Intern

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert