Financial Planning Summer Internship

Principal Financial
Charleston, South Carolina
Monthly Stipend + Bonus
Closing date
Jun 5, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Experience Level
CFP® Certification
Not necessary
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Financial Planning Summer Internship

Job Summary


We are searching for an aspiring CFP® candidate or an individual with interest in perusing the financial industry.  This role provides critical support to the Certified Financial Planner™ Professionals and undertakes functions to ensure that the business development, operational, and office management are carried out effectively and efficiently.




What You Will Learn


We believe promoting educational elements within our Summer Internship is the foundation for building lifelong relationships within our firm. Our goal is to provide our Interns with an experience that gives them a day to day look into the operations of the Financial Planning business. We strive to provide our interns with skills that last, whether that it’s as our firm or wherever their career takes them in the future.


Some of the things you’ll learn:


  • How to analyze complex financial situations
  • How to use financial planning software
  • How to build an effective client management process
  • How to deliver exceptional client presentations
  • How to provide value to current and prospective clients
  • How to prospect new business
  • How to present yourself professionally
  • How to position yourself within professional networks



Job Responsibilities


  • New business processing
  • Existing business servicing
  • Client data management
  • Financial Planning data input
  • Outlook calendar management
  • Client scheduling
  • Meeting preparation – reporting, paperwork retrieval, etc.
  • Office compliance maintenance
  • Agent licensing management

Job Skills & Qualifications


  • Microsoft Office: Outlook, Word, Excel, PowerPoint
  • General financial services industry knowledge
  • General product knowledge
  • Exceptional customer service
  • High attention to detail
  • Clear communication abilities
  • Strong organizational skills

Preferred Experience


  • Wealthscape
  • Money Guide Pro
  • Salesforce
  • Box


Compensation: $1,000 monthly stipend + Bonus

Weekly Hours: 40

Start Date:  May 1st, 2022


Location (s):

Charleston, SC

Mount Pleasant, SC

Hilton Head, SC




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