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

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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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