Summer Financial Planning Intern
- Employer
- Apex Financial Services
- Location
- Atlanta, Georgia
- Salary
- $16 per hour
- Closing date
- Mar 27, 2024
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- Job Role
- Financial Planning Support
- Employment Type
- Full Time
- Level
- Internship
- Experience Level
- None
- CFP® Certification
- Not necessary
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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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