Financial Planning Intern

Deseret Mutual Benefit Administrators • Salt Lake City, UT

5d

About The Position

Assist the Certified Financial Planners throughout the planning process from client engagement to financial plan implementation. This is a twenty hours per week internship for six months, with a flexible schedule around the school schedule. You will have the opportunity to observe client meetings and meet with certified financial planners for mentoring and career counseling.

Requirements

• Must be enrolled in an undergraduate financial planning degree program or related field.
• Passionate about financial planning with a sincere desire to help others.
• Able to work in a team environment, be proactive, and ask questions.
• Desire to continually learn, grow, and stretch.
• Critical thinking skills and the ability to apply information.
• Proven ability to meet deadlines.
• Familiar with financial planning concepts and vocabulary.
• Able to use a financial calculator.
• Excellent written and oral skills.

Nice To Haves

• Juniors and seniors preferred.
• Exposure to financial planning software and client relationship management software.
• Previous internship experience preferred, but not required.

Responsibilities

• Process client data and input into financial planning software.
• Speak with clients on the phone to provide service, clarify data, and schedule appointments.
• Interpret a financial analysis and develop strategies and recommendations.
• Attend staff and training meetings as a full member of the team.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern