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.