Financial Planning Intern

Deseret Mutual Benefit Administrators • Salt Lake City, UT

7d

About The Position

Assist the Certified Financial Planners throughout the planning process from client engagement to financial plan implementation. Twenty hours per week for six months. Schedule is flexible around school schedule.

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.
• Exposure to financial planning software and client relationship management software.
• Able to use a financial calculator.
• Excellent written and oral skills.

Nice To Haves

• Juniors and seniors preferred.
• 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.
• Observe client meetings.
• Meet with certified financial planners for mentoring and career counseling.

What This Job Offers

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