This job has expired

Financial Planning Intern

Employer
Envision Financial Planning LLC
Location
Memphis, Tennessee
Salary
$17 per hour plus eligible for bonus and 401k
Closing date
Jan 31, 2023

View more

Job Role
Financial Planning Support
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary
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Job Details

We are seeking a financial planning intern to assist in preparing for client meetings, helping onboard new clients and generally helping with client service.

Looking for a personable and motivated student ideally in their sophomore or junior year pursuing a degree in accounting, finance, economics or financial planning with skills in Microsoft Office. This is an in-person position and the ideal candidate would want to continue to work part-time during the school year. This can also qualify for course credit depending on the university. 

Paid holidays and vacation. Eligible for 401k after 30 days service and becoming age 21. 

Company

Memphis, TN fee only financial planning firm. We act as our clients trusted advisors to help them align their use of capital with their goals and values. 

Find Us
Website
Telephone
901-422-7526
Location
5100 Poplar Avenue, Suite 2428
Memphis
Tennessee
38137
United States
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