Associate Advisor Intern

Associate Advisor Intern Job Description 

 

I.     MISSION 

 

The Associate Advisor Intern at Morling Financial Advisors is an important part of our team serving as a connection between our support team and advisors. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit.  

 

 

 

The Associate Advisor Intern helps our advisor with tasks related to financial planning and investment management work.  This individual will also support and shadow advisors who carry out client services.   

 

 

 

II.   ESSENTIAL RESPONSIBILITIES 

 

 

 

Client and Advisory Engagement 

 

 

 

Ensures the compiling, coding, categorizing, calculating, tabulating, auditing, reconciling, downloading and verifying of client data in the organizations’ client related software programs, including Salesforce, eMoney, Orion, and other related or connected programs is completed according to procedure. 

 

Observing, receiving, and otherwise obtaining information from all relevant sources to make sure client accounts are up to date.   

 

Identifies information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events, in the relationship and the data of the clients. 

 

Utilizes the ability to add, subtract, multiply, or divide numbers quickly and correctly.  The in-depth understanding of time value of money:  present value, future value, annuity payments, internal rate of return and compounding interest. 

 

Engage and prepare client onboarding requirements with financial planning software 

 

Update Salesforce with client data and work through client process 

 

  

 

III. POSITION SPECIFICATIONS 

 

 
Experience and Education: 

 

Bachelor’s degree  

 

Ideally 5+ years of work experience  

 

Leadership experience a plus 

 

Skills and Knowledge:  

 

Excellent communication skills (verbal, written and listening) 

 

Proficiency in Microsoft Office Suite required 

 

 

 

Knowledge of Investment Advisory Regulations a plus 

 

  

 

•Demonstrates personal integrity, honesty and is able to deal with confidential information on a daily basis.  

 

 

 

Ability to deal with stress in an ever-changing investment market and financial services  

 

Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems. 

 

 

 

Work Location: In-person, in office 5 days/week 

 

 

 

Term: The internship is for a 3 month term, andterm and may or may not lead to a full-time position.