Role overview
Job Summary: The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Required and preferred
Required
Not stated
Preferred
Not stated
Not labelled by employer
- Strong customer service orientation.
- Excellent organizational and time management skills.
- Detail-oriented with solid analytical and problem-solving abilities.
- Comfortable contributing ideas in group settings.
- Clear and professional written and verbal communication.
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Essential Duties and Responsibilities
- Support client onboarding by preparing and processing necessary paperwork.
- Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
- Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
- Participate in client meeting follow-up tasks including documentation, research, and solution development.
- Contribute ideas during team discussions on improving client service and business development opportunities.
Required Education and Experience
- Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship
- Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience
- Major in wealth management, financial planning, finance, or a related field.
- Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Supervisory Responsibilities
- None
Physical Demands/Requirements: The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel Requirement: None We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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