The Financial Planning intern will support the Financial Planning Specialist and other advisors in developing client financial plans through data entry and in-depth industry research and analysis. He/she will primarily be responsible for compiling and analyzing client data within our software. Other responsibilities may include researching content for blogs, podcasts and videos. He/she will also be trained on various software used by our firm to gain industry experience. This is a back-office role with limited client interaction. This internship has the potential to become a full-time, permanent role at our firm.
