Intern, Financial Planning
$45,760–$45,760 year
On-siteGreenville, South Carolina, United States
Job Summary
Support client onboarding by preparing and processing necessary paperwork and assist in scheduling meetings while developing materials to explain financial concepts. Observe client interactions to gain firsthand experience in relationship building, then participate in follow-up tasks including documentation, research, and solution development. Contribute ideas during team discussions on improving client service and business development opportunities while using financial planning and CRM software to assist with plan development and data management. Collaborate with team members on special projects and client service initiatives, managing data entry, plan modeling, and compiling deliverables.
Required Qualifications
- 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
- Must be able to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information
- Must be able to move about the office complex
- Must be able to travel to other office locations
- Must be able to lift, push, pull or move 10 - 15 pounds
- Must have distant, close and color vision, and ability to adjust focus
Desired Qualifications
- 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
- 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
- Ability to communicate complex topics in a simple, relatable way
- Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making
- Proficient in Microsoft Word and Excel
- Willingness to learn financial planning tools and CRM systems
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.