Financial Planning Intern

Position Summary

The Financial Planning Intern will be an integral part of the firm’s Advisor Care team that focuses on financial planning and administrative support specifically for the firm’s advisor partners.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Complete Advisory Alpha’s Training Program
• Progress through Series 65 exam timeline
• Assist other team members with managing information collection and data entry for prospective client Advanced Planning cases.
• Input various data points of prospective client’s current investment portfolio into proprietary analysis systems
• Support various other areas of the business as needed

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Familiar with general technology and software applications (Microsoft Office products, social media, general computer navigation etc.)
• Working towards a Bachelor’s Degree with an emphasis on financial planning, finance, marketing, or economics
• Attention to detail and accuracy while balancing multiple tasks and projects
• Personable, Positive Attitude, Patient
• Self-Motivated, Diligent, Hard Working, Accountable
• Desire to be part of a very flexible, team-oriented environment and contribute to the aggressive growth of a small business

Pay: $18.00 - $20.00 per hour

Work Location: In person