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About the Role
This internship offers the opportunity to develop foundational advisory, consultative, communication, and business development skills. You will gain hands-on experience supporting advisors with client onboarding, meeting preparation, financial plan creation, and delivering exceptional client experiences.
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 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.
- Support client service activities, including account maintenance and money movement processes.
- Use financial planning and CRM software to assist with plan development and data management.
- Assist with data entry, plan modeling, and compiling plan deliverables.
- Collaborate with team members on special projects and client service initiatives.
Requirements
- 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.
Skills
- 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.
Location
- Office environment
Work Type
- Internship
Experience Level
- Intern
Education Level
- Bachelor's degree
- Master's degree
About the Company
- 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.
Equal Opportunity
- EOE M/F/D/V