This job has expired

Financial Planning Internship

Vintage Financial Partners
Rockville, Maryland
Up to $20 per hour depending on experience
Closing date
Nov 26, 2023

View more

Job Role
Financial Planner
Employment Type
Temp to Full Time
Experience Level
CFP® Certification

Job Details

The Financial Planning Internship candidate is responsible for creating and maintaining the Comprehensive Financial Plans for the firm’s clients. This individual focuses on client needs in cash flow, retirement planning, estate planning, education planning, and major purchase planning.

What to expect:

  • Demonstrates the Wealth Plan software to potential clients. Prepares and mails introduction packages with an engagement letter, document request, and Wealth Questionnaire. Enters client information into Comprehensive Financial Planning Software and generates wealth plans.  Assists clients in aggregating their accounts into the system. Creates PowerPoint presentations summarizing the Wealth Plans for client meetings. Manages clients’ wealth planning websites to maintain current information. Reviews and modifies systems to enhance the wealth planning experience. Continually look for ways to improve the wealth planning process. Develops and supports written systems of all wealth planning activities. Performs other duties as assigned.


Vintage Financial Partners, a growing wealth management firm in the Washington DC Metropolitan area, is seeking strong candidates to assist us in helping clients achieve their financial goals. This is your chance to play a critical role in the future success of our fast-growing organization! 

Founded in 2016, Vintage Financial Partners is a regionally recognized Financial Planning Company that oversees almost half a Billion in client assets under management. Vintage Financial is known for its service model. It is driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

We chose to use the word “Partners” in the name of our firm to emphasize collaboration, mutual support, and a strong relationship with our clients and team. It signifies that we view our clients and professionals as essential collaborators, working together to achieve common goals.

We would love to hear from you if you have a relentless, burning desire to succeed and share our vision!


Company info

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert