Financial Planning Internship

GFH Financial
Carlsbad, California
10.00 - 20.00
Closing date
Nov 6, 2023

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Job Role
Financial Planning Support
Employment Type
Part Time
Experience Level
1-4 years
CFP® Certification

Job Details

Essential Duties and Responsibilities:

  • Greets clients and prospective clients in a friendly and sincere manner. 
  • Marketing:  work to enhance social media and marketing initiatives.
  • Interacts daily on the phone and in-person with prospective and existing clients including handling basic inquiries.
  • Processes and follows up on client documentation for proper maintenance of accounts.
  • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
  • Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
  • Handles miscellaneous operational activities.
  • Maintains databases
  • Assists Financial Advisors with marketing efforts including seminars, etc.
  • Receives cross-training and assists with other operational functions as required.
  • Performs other duties and responsibilities as assigned.
  • Tracks projects from beginning to end
  • Industry and company specific research to identify investment worth




Financial Planning / Wealth Accumulation Strategies Independent

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