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Financial Planner Intern

Employer
Avior Wealth Management
Location
Omaha, Nebraska
Salary
$15/hour
Closing date
May 15, 2022

View more

Job Role
Financial Planner
Employment Type
Temp to Full Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary
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Financial Planner Intern at Avior Wealth Management

Intro and job overview:

At Avior Wealth Management, we build comprehensive financial plans with great intention and care, always with the aim of helping our clients achieve what matters most to them and those they love.

Creating a financial plan helps our clients see the big picture, set goals, and understand how to achieve them in manageable ways. Clients often tell us that planning is on their long ‘to-do’ list, but it gets pushed aside for family and career commitments. We bring peace of mind to their planning with our collaborative and highly trained financial planners.

We strongly believe in managing our client’s wealth with excellence and integrity, and that caring for their wealth means more than managing money… it’s caring for the future their wealth can create. We don’t take that lightly.

Our guiding purpose is to make a difference in their life and help them achieve the things that matter most.

 

Pay range and benefits

  • Pay: $15/hour 40 hour/week expectation

Responsibilities and duties:

  • Work directly with Financial Advisors and clients to build, monitor, and implement financial plans Build financial plans in MoneyGuidePro and other external financial planning tools and software along with our in-house, proprietary, financial planning documents Monitor and analyze the client’s financial situation, focusing on the below financial planning elements Retirement and investment planning Tax planning Insurance planning Cashflow planning Estate planning Education planning Business owner planning

Work with external partners (CPA, Attorney, Insurance Agent, etc.) to implement financial planning recommendations Work to determine how you want your long-term career path.  Work toward remaining a financial planner or how to transition to a full-time advisor.  This is up to you and at your own pace  

 

 

 

 

 

Requirement and Qualifications:

  • Educational requirements: Pursuing Bachelor’s degree Plan to obtain Certified Financial Planner ™ designation within one year of graduation

Experience: Experience with MoneyGuide suite of products preferred Strong experience with Microsoft Office suite including Outlook, Word, and Teams but especially Excel Personality characteristics Ability to work independently and pro-actively, but also collaborate as a team Strong time management and task prioritization skills Ability to work under ever-changing and fast paced environments Problem solving, analytical and thorough mindset Strong verbal and written communications skills

 

Locations

  • Omaha, Nebraska (headquarters)
  • San Antonio, Texas
  • Jacksonville, Florida
  • Minneapolis, Minnesota
  • Nashville, Tennessee
  • Phoenix, Arizona
  • Remote work opportunities
  • More locations in the future

 

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