Financial Services Intern

📋 Description

• Paid, in-person, part-time internship ($20/hr) gaining exposure to real client work.
• Rotate across teams in integrated wealth management model; work with CFP professionals and
• Assist with creation/implementation of financial plans for real clients.
• Support Client Service Team to understand full client experience.
• Research and assist with casework related to financial planning and operations.
• Under CFP supervision, respond to client questions across planning areas.

🎯 Requirements

• Currently pursuing BS/BA in Financial Planning, Finance, Economics, or related field.
• Intends to pursue CFP designation.
• Self-motivated, curious, eager to learn; strong communicator; team and relationship skills.
• Comfortable learning new systems, tools, and financial concepts.

🎁 Benefits

• Competitive base pay and extensive benefits package.
• Benefits include medical/dental/vision, HSA with company contributions, FSAs, flexible working