Intern, Financial Planning
$45,760–$45,760 year
On-siteNashville, Tennessee, 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 meetings 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 use financial planning and CRM software to assist with plan development and data management. Assist with data entry, plan modeling, and compiling plan deliverables while collaborating with team members on special projects and client service initiatives. This internship provides foundational advisory, consultative, communication, and business development skills through hands-on experience supporting advisors in servicing high net worth and ultra high net worth clients.
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
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, with a willingness to learn financial planning tools and CRM systems
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