Financial Planning Intern

MC Financial Partners
Concord, California
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
Experience Level
Career Changer
CFP® Certification
Not necessary
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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.


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
1855 Gateway Blvd.
Suite 570
United States

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