Intern, Financial Planning

Gain hands-on experience in holistic financial planning and client relationship support for high net worth individuals. This internship offers the chance to develop essential advisory, communication, and business development skills by assisting advisors with client onboarding, meeting preparation, and financial plan creation.

• Support client onboarding and account maintenance
• Assist in preparing client meeting materials and follow-up
• Collaborate on financial plan development and data management
• Gain exposure to client service and business development
• Pursuing a bachelor's or master's degree with <12 months to graduation
• Strong customer service, organizational, and analytical skills