Position Details

Type Internship

Experience intern

Exp. Years 0 years (internship)

Education Actively enrolled in a college or university degree program

Category Finance & Accounting

About this role

This internship role supports financial planners by creating financial plans, organizing client documentation, and utilizing financial planning tools. It offers hands-on experience in a wealth management environment.

Key Responsibilities

Support financial plan creation
Organize client documentation
Summarize insurance and estate details
Create financial reports
Record client notes

Technical Overview

The role involves using financial planning software such as MoneyGuide Pro, eMoney, and Morningstar, along with CRM tools like SalesForce, to assist in financial analysis and reporting.

Ideal Candidate

The ideal candidate is a college student enrolled in a finance or related program, seeking practical experience in financial planning. They should have strong analytical skills, familiarity with financial software, and a passion for client-centered financial services.

Must-Have Skills

Actively enrolled in a college or university degree program

Nice-to-Have Skills

Financial analysisFinancial planning softwareClient documentation

Tools & Platforms

MoneyGuide ProeMoneyMorningstarSalesForce

Required Skills

Financial PlanningMoneyGuide ProeMoneyMorningstarSalesForceFinancial SoftwareFinancial AnalysisClient Documentation

Hard Skills

Financial PlanningMoneyGuide ProeMoneyMorningstarSalesForceFinancial SoftwareFinancial AnalysisFinancial Documentation

Soft Skills

TeamworkProblem-solvingCommunicationAnalytical SkillsTime Management

Industry & Role

Industry Financial Services

Job Function Assist financial planners with creating and managing financial plans

Keywords for Your Resume

Financial PlanningMoneyGuide ProeMoneyMorningstarSalesForceFinancial SoftwareFinancial AnalysisInternshipFinancial DocumentationFinancial Software ToolsFinancial Analysis SkillsFinancial Planning ProcessesClient DocumentationFinancial ReportsQuantitative Skills

Deal Breakers

Not enrolled in a college or university, Graduated before internship start date

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