Financial Planning Intern

J BLACK FINANCIAL GROUP, a successful and rapidly growing boutique wealth management firm, is seeking a Financial Planning Intern to join our team. The Financial Planning Intern works closely with the Wealth Management team in the preparation of financial plans, client service, follow-up client cases, entry of client information and financial data into planning software, and various project-related activities. Interns will have the opportunity to learn from each department to gain a holistic learning experience. The role is for the summer of 2027, with a flexible schedule and opportunity to continue into the 2027-2028 school year.

The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning and risk management (which includes life insurance, disability insurance, income annuities and long-term care insurance).

Responsibilities:

• Support wealth management team.
• Actively participate in client meetings and take detailed notes for the planning team.
• Help manage tasks and follow-ups to ensure client needs are promptly addressed.
• Complete data entry and perform case analysis using financial planning software applications.
• Engage in case discussions and provide insights to enhance decision-making.Assist in preparing comprehensive financial plans tailored to client needs.
• Assist with various firm projects, including but not limited to, firm operations and marketing, business development, wealth management, investment management and financial planning.
• Adhere to and comply with all firm policies and procedures to ensure ethical and legal compliance.

Education:

• Personal Financial Planning, Finance, Economics or Sales majors preferred.
• GPA of 3.0 or above.
• Juniors and Seniors preferred.

Skills:

• Ability to prioritize tasks efficiently.
• Strong verbal and written communication.
• Ability to follow through and execute on company objectives.
• Always do what’s in the client's best interest.
• Professionalism, high standards and diligence.
• Champions positivity in a fun, collaborative, energic team environment.
• Growth Mindset (Kaizen).
• Has GRIT.
• Maintains highest levels of client confidentiality.
• Microsoft Systems (Outlook, OneDrive, OneNote, Excel).
• Google Workspace (Docs, Sheets, Drive)

Pay: $15.00 per hour

Expected hours: 30.0 per week

Work Location: In person