Financial Planning Internship

Employer
GFH Financial
Location
Carlsbad, California
Salary
10.00 - 20.00
Closing date
Mar 7, 2022

View more

Job Role
Financial Planning Support
Employment Type
Part Time
Level
Internship
Experience Level
1-4 years
CFP® Certification
Pursuing
You need to sign in or create an account to save a job.

Job Details

Essential Duties and Responsibilities:

Greets clients and prospective clients in a friendly and sincere manner

  • Interacts daily on the phone and in-person with prospective and existing clients including handling basic inquiries.
  • Processes and follows up on client documentation for proper maintenance of accounts.
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
  • Handles miscellaneous operational activities.
  • Maintains databases
  • Assists Financial Advisors with marketing efforts including seminars, etc.
  • Receives cross-training and assists with other operational functions as required.
  • Performs other duties and responsibilities as assigned.
  • Tracks projects from beginning to end
  • Industry and company specific research to identify investment worth

 

 

Company

Financial Planning / Wealth Accumulation Strategies Independent
Find Us
Telephone
650-448-6440
Location
2344 Larimar Ave
Carlsbad
CA
92009
US

Apply for Financial Planning Internship

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 personalized job recommendations straight to your inbox.

Create alert

Similar Jobs