Wealth Management Intern

Employer
WealthFD
Location
King of Prussia, Pennsylvania
Salary
Paid Internship w/ mentorship
Closing date
Jun 4, 2022

View more

Job Role
Paraplanner
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Pursuing
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Job Details

About Us

We are a boutique financial planning firm devoted to helping dentists expand what’s possible with money and connect their money to life. We provide a complete suite of integrated financial solutions under one roof including personal bookkeeping, tax, investment management, and comprehensive planning. We are a young company with drive and a start-up mentality.

 

We are searching for an Intern to support our financial planning services for dentists. This requires a desire to become a specialist in all wealth management and financial needs.

 

www.wealthfd.com | www.taxfd.com

Responsibilities

  • Be open to new ideas and mentorship. We want to hire successful interns after graduation and rapidly support your growth into a lead advisor.
  • Open, service, and coordinate funding of accounts at TD Ameritrade and Schwab. Establish online access for client and set up performance reporting.
  • Update CRM with client tasks and information. Ensure all records are up to date. Organize client document folders. Rename documents and ensure uniform file structure is followed.
  • Sit in client meetings and take notes. Be present in internal prep meetings and learn what it takes to have a successful client meeting! Enter initial data into eMoney Financial Planning Software for review.
  • Be organized and ensure no task or clients fall between the cracks. Be proactive. You will be responsible for valuable work.

 

Requirements  

Must Haves:

  • Pursuing a Bachelors degree in Financial Planning, Accounting, or a related field. Minimum 3.5 GPA.
  • Ability to work a minimum of 10 hours/week.
  • Demonstrated desire to pursue the CFP Designation.
  • You’re an organization-pro… like maybe you alphabetize your spice rack.
  • You sincerely love working with people. You treat your teammates and clients with respect and care.
  • Cloud-based applications, e-signatures, and new technology don’t daunt you. We use a lot of technology.

Icing on the Cake:

  • Desire to pursue CFP, CPA, or other financial or tax credentialing.
  • Professional ambition. We are growing fast and are looking for people that are excited by taking on new responsibilities.
  • An interest in our work definitely helps – if you’re jazzed about money, tax planning, financial planning, dentistry, or our overall holistic approach to client work – please let us know!

 

Company

We are a boutique financial planning firm devoted to helping dentists expand what’s possible with money and connect their money to life. We provide a complete suite of integrated financial solutions under one roof including personal bookkeeping, tax, investment management, and comprehensive planning. We are a young company with drive and a start-up mentality.

 

Find Us
Website
Telephone
215-671-6660
Location
2200 Renaissance Blvd
Suite 275
King of Prussia
PA
19406
United States

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