Intern
- Employer
- Personal Financial Planning LLC
- Location
- Mobile, Alabama
- Salary
- Up to $30,000 per year. Part-time availability will be considered
- Closing date
- Jun 4, 2022
View more
- Job Role
- Financial Planning Support
- Employment Type
- Temp to Full Time
- Level
- Internship
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
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Qualifications
- Entry level or second-career candidate interested in a career in financial planning and wealth management
- Preferably 2-3 years experience in related field.
- Interest in helping clients as a Para-Planner or becoming a Certified Financial Planner
- Exceptional interpersonal skills and highly organized
Responsibilities
- Work closely with advisors in small independent firm
- Onboard new clients and assist with detailed paperwork in managing accounts
- Maintain firm's Client Relationship Management (CRM) database to monitor regular client contact
- Answer incoming calls and proactively assist clients with a high degree of helpfulness
- Prepare reports for client review and meetings
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