Frisch Financial is offering a summer financial planning internship that 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 intern will have regular interaction with our team and over the summer and your responsibilities will change so that you can experience different sides of the business. At the end of the summer, you will have a solid understanding of the financial planning process, client management, and a basic understanding of the investment management process.

This is a full-time position over the summer. 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 and other client meeting materials.
• Attend client meetings, take notes, enter tasks into CRM, and assist with implementation

ABOUT THE SUCCESSFUL CANDIDATE:

• You are studying personal financial planning, business, finance, accounting, or a related field.
• You are a self-starter, critical thinker, like solving problems, and are detail-oriented.
• You are able to manage a project, willing to seek advice when stuck, and appreciate feedback.
• You are trustworthy, dependable, and understand the importance of confidentiality.
• You care about others and are able to build rapport and relationships easily.
• You have an interest in a career in the financial services; ideally in personal financial planning.

REQUIREMENTS:

• Students enrolled in the personal financial planning certificate program, students in their 3rd or 4th year of undergraduate studies, or grad students.
• Have a strong aptitude for financial concepts, interested in personal finance, and are currently demonstrating success in school.

Compensation: $20/hour

No benefits are offered with this position.