Financial Planning Intern

Employer
EVO advisers
Location
Richmond, Virginia
Salary
Competitive salary based on experience.
Closing date
Mar 13, 2023

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Level
Internship
Experience Level
None
CFP® Certification
Pursuing
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Job Details

EVOadvisers, a Fee-Only Registered Investment Adviser in Richmond Virginia has created internship opportunities for financial planning majors (CFP® track) for Summer 2023. The primary function of this role is supporting our firm’s financial planning team.

Summary:
This is an excellent opportunity to build critical career skills and contribute to an established and growing firm. The successful candidate will assist our financial planning, operations, and portfolio management team in many ways: simplifying, cleansing, and organizing data in key systems, conducting research as directed, working on special projects, and assisting with preparation of client-facing work product.

Essential Skillset

  • Technology. Fluency in best-of-breed fintech tools, higher level skills in Excel (formulas, representing and manipulating data).  Financial Planning. Foundational knowledge in Principal Knowledge Topics of the CFP® body of knowledge and ability to apply to real-life situations Process improvement mindset /curiosity. “What can we do, not what we can’t do”. Seeks out solutions to improve processes & client experience. Responsible, Independent, Curious. EVOadvisers works from virtual offices two days per week and in our Scott’s Addition office three days. Our financial planning intern will be expected to work independently at times, yet will be provided with support to be successful in the role.

About EVOadvisers
Founded in 2006, EVOadvisers works with busy professionals who have more than their 401(k) to worry about. We are a Fee-Only financial planning firm and an SEC Registered Investment Adviser. Our financial planners are active members of NAPFA, the National Association of Financial Planners. Our modern office is in a renovated industrial building in Richmond’s vibrant historic Scott’s Addition neighborhood. Learn more about the EVOadvisers experience at EVOadvisers.com.

Our Culture:
We’re a relaxed, fast paced growing firm. EVOadvisers utilizes the Diamond Team approach in supporting our clients and each other. We believe a learning culture is a growth culture and support the professional development of all team members. Advancement opportunities are available for team members who make a difference and help our firm grow.  We’re very active in NAPFA, the National Association of Personal Financial Advisors (one of our principals was NAPFA chair in 2019-20 and one of our planners is on the NAPFA Genesis board).

Best of Breed Technology:
Long known as a leader in fintech adoption and integration,  EVOadvisers leverages strong relationships with our technology partners MoneyGuidePro, Black Diamond, Holistiplan, Salesforce, Citrix Sharefile and more. Our long-term custodial relationships with Shareholders Service Group, TD Ameritrade and Employee Fiduciary add breadth to the capabilities we offer to our clients. We are a Mac-centric firm and paperless.

Does this sound like an ideal internship opportunity for you?
Contact Cecilia Fleming cfleming@evoadvisers.com and please share your resume.

Company

We made our “You-Only Advice ™” easier for people to get started by offering free online resources, a simple, clear fee structure and an easier onboarding process. Plus we offer smart, straight talk with less jargon.

We anchored our work in our Capitalism with a Conscience philosophy, guided by the generous spirit of our investing hero, the legendary Jack Bogle, founder of Vanguard. Our clients truly appreciate our work. In fact it is gratifying to us that after 13 years, over  90% of our clients are still with us.

Find Us
Location
2917 W Leigh St
Richmond
VA
23230
United States

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