Financial Planning Intern

Employer
MC Financial Partners
Location
Concord, California
Salary
Paid and unpaid, depending on experience. $15-$25/hr base with bonus opportunities
Closing date
Sep 5, 2022

View more

Job Role
Financial Advisor
Employment Type
Temp to Full Time
Level
Internship
Experience Level
Career Changer
CFP® Certification
Not necessary
You need to sign in or create an account to save a job.

Job Details

Interested in Financial Services, Financial Planning, Investments, Tax Planning, and Insurance?

Join MC Financial Partners as a Financial Planning Intern.  Learn the technical aspects of financial planning as well as how to run the business, how to speak with clients and potential clients.  

As an financial planning intern you will observe and assist in the follow areas:

  • The full cycle of financial planning: onboarding clients, data collection, analysis, recommendations, implementation, review/monitor
  • Portfolio building, investment management
  • Tax planning: understanding taxes, the implications of transactions, compliance, tax reduction strategies
  • Data management: How to use practice data to mine for opportunities

You will work with a team of professionals in a mature practice. There is so much to learn in this exciting industry and especially from our team.  We would also love to learn from you and your experience.  

Flexible schedule, paid and unpaid positions available.  Reach out and start a conversation today.

Company

MC Financial Partners provides financial planning, investment planning, tax planning, estate planning and wealth management services.

Securities, financial planning, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Find Us
Website
Telephone
925-575-8881
Location
1855 Gateway Blvd.
Suite 570
Concord
CA
94520
United States

Apply for Financial Planning Intern

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Click here to find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert