Financial Planning Intern

Journey Wealth Partners
Concord, Massachusetts
20.00 per hour
Closing date
Mar 15, 2024

View more

Job Role
Employment Type
Part Time
Experience Level
CFP® Certification
Not necessary

Financial Planning related
• Adding planning articles to cloud based library
• Data entry in various subscription based planning programs
Marketing Support
• Database cleanup/editing
• Reporting (database lists)
• Mailings (create labels, prepare envelops)
• Fact checking
• Helping with client events
Client related
• Scan
• File
• Create folder labels
• Compile client binders
• Prepare client information kits
• Create client share spaces
• Shred
• Organize filing cabinets
• Data Entry: enter business cards; client information; etc.
• Pick up daily mail
• Water plants
• Take out trash
• Light cleaning/wash client coffee mugs
• Stock client refreshments
Must have a car, must have two references and background check is required.

Apply for Financial Planning Intern

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

Get job alerts

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

Create alert

Similar jobs