Wade Financial Advisory – FINANCIAL PLANNING RESIDENCY PROGRAM
Our 2 year financial planning residency program will help the qualified candidate understand the role of a financial advisor and provide the hands on experience needed to assess the profession and determine if you want to pursue personal financial planning as a career. The resident intern will have regular interaction with our team and over the 2 year period, your responsibilities will continually increase. Should you chose to continue in the profession, you will have a solid understanding of the financial planning process, client management, and how to effectively use financial planning software.
This is a part time position that will require 15 - 20 hours per week, with the ability to accommodate your class schedule. You will be required to attend weekly meetings and complete assigned tasks in a timely and professional manner. In addition to managing and completing your assigned tasks, the candidate will look for ways to expand their knowledge and professional development. Your typical tasks will include:
Work with Associate Advisors to create meeting agendas and assist with meeting prep.
Update client information in the Client Relationship Management (CRM) software to properly document changes, projects, and post-meeting tasks.
Assist with paperwork: filling out forms, gathering signatures, and managing to completion.
Assist with various projects and firm-related initiatives.
Participate in creating financial plans, tax projections, and other meeting materials.
Attend client meetings, take notes, enter tasks into CRM, and assist with implementation
About the successful candidate:
Position: Part time resident intern Compensation: $20 per hour