Summer Financial Planning Intern

Apex Financial Services
Atlanta, Georgia
$16 per hour
Closing date
Mar 27, 2024

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Job Role
Financial Planning Support
Employment Type
Full Time
Experience Level
CFP® Certification
Not necessary

The role of financial planning intern is to assist with firm support in three primary areas consisting of operations, marketing and client support.  

What To Expect:

  • Marketing Strategic Planning
  • Event Support
  • Conduct Research on Investments
  • Attend Client Meetings
  • Attend Industry Meetings
  • Handle Miscellaneous Operational Activities
  • Support Advisor in Financial Plan Data Entry and Preparation
  • Have Fun!

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