This 100% virtual internship is suited for students with a keen interest in a financial planning career, and that are entering their senior college year (or masters degree) with a major in a financial/accounting subject area. In the onboarding process you will become familiar with two industry leading software programs (Redtail CRM, and Right Capital for financial planning). Your work will be primarily focused on observing and documenting client reviews and/or exploratory meetings with new prospects. This provides a unique real-world opportunity for the intern to understand the value that comprehensive financial planning can bring to clients, and to observe the advisor-client interaction. You will be working directly with the owner of the solo advisor practice, an individual with a teaching background and almost twenty years of industry experience.
Familiarization with two industry leading technologies through webinars and on-line learning: Redtail (CRM) and Right Capital (financial planning software).
Onboarding new clients into Right Capital (financial planning software).
Schedule annual reviews and gather update information from clients prior to review.
Attend (via Zoom) & take detailed notes in client review meetings or exploratory meetings with prospective clients.
Within same or next business day of a client/prospect meeting, draft a meeting summary and follow-up action plan for review with advisor.
Draft executive summary of meeting for client and implement components of the agreed action plan.
Weekly Zoom meetings with advisor for feedback/discussion/mentoring.
Perform social security optimization scenarios with provided software tools.
Investment research and analysis.
Other research and business development projects, as needed.
While it is not the responsibility of an intern to initiate business growth or marketing plans, the intern may be included in brainstorming/planning such activities and implementation.
Employer Job ID: IN12
Required graduation year
2022 - 2023
Rising college senior (or Masters candidate) with degree emphasis on finance or accounting. Other majors will be considered where the candidate can demonstrate a strong background knowledge of financial and investment topics.
Submission of transcripts showing a G.P.A. of 3.2 or above.
Two professional or academic references.
Strong written and oral communication skills.
Must be comfortable learning new technology through webinars and other on-line sources.
A private and quiet location from which to work with high-speed internet.
Availability for 4-6 hours per week. Roughly half will be scheduled and half flexible. The scheduled hours can be adjusted to accommodate each semester’s classes and vacations.
Thorough working knowledge of Word and Excel.
Satisfactory background check.
|全職， 05/08/2021 08:01 AM|
|兼職， 05/08/2021 07:49 AM||
|全職， 05/07/2021 10:57 PM|
|全職， 05/07/2021 10:01 PM|
|全職， 05/07/2021 09:51 PM||