Financial Planning Assistant

Job Description:

We are looking for a detail-oriented and motivated financial planning assistant to support our advisory team.

This internship will help provide a foundational experience to prepare you for a career in financial planning.

Hours are flexible and can be coordinated around your academic schedule. Hourly rate will be based on experience and can be negotiated.  Work will be part-time, 10-15 hours per week.

Job responsibilities include:

• Assist in building financial plans in the eMoney software
• Support advisors with account paperwork and forms
• Maintain accurate client records
• Client communications
• General administrative support

Qualifications:

• Current college student studying business or finance
• Ability to work in office 2-3 days per week (flexible days/hours)
• Strong organizational skills and attention to detail
• Strong customer service and communication skills
• Comfortable learning and navigating new software and systems
• Preferred - familiarity with financial planning concepts