FINANCIAL PLANNING INTERN JOB DESCRIPTION

JOB SUMMARY

The Financial Planning Intern works closely as a member of the Wealth Management Team in the

preparation and follow-up on client cases, entry of client information and financial data into

planning software, and various project related activities.

JOB RESPONSIBILITIES

• Comply with all policies and procedures of the firm

• Complete data entry and case analysis in financial planning software applications such as

eMoney, Money Guide Pro, and tax planning software

• Help manage tasks and follow ups for clients

• Help manage account and data set-up in Tamarac Reporting and Trading programs

• Assist with firm projects that will be determined at the time of the internship but will

encompass firm operations, business development, wealth management, and investment

management

• Attend client meetings and take notes for the planning team

JOB REQUIREMENTS

Education:

• Enrollment in a CFP Board registered Certificate Program required

• Starting Junior year in college at a minimum

Other:

• Excellent communication skills

• Strong client service skills

• Ability to maintain absolute confidentiality

• Accurate and detail oriented

• Ability to handle a variety of duties and balance competing deadlines

• Professional demeanor