Financial Planning Resident Intern
FINANCIAL PLANNING RESIDENT/INTERN
Flourish Wealth Management is seeking a part-time Financial Planning Resident/Intern to join our team. Our 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 advisors and clients, and your responsibilities will continually increase as you get up to speed. 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:
ABOUT THE SUCCESSFUL CANDIDATE:
COMPENSATION:
The Financial Planning Resident/Intern offers $15-20/hour, depending on relevant prior experience or internships. This is a part time position designed for a student, so we can work with you on hours based on your class schedule.