As a Treloar & Heisel Financial Services Intern, you will develop the skills necessary for success. You will bea member of our Wealth Management division. Throughout this internship, you will gain industryknowledge, as well as help build and develop client relationships to promote our services.
Assist with all financial planning obligations including; information entry, uploading client information and writing basic financial plans.
Shadow client discovery calls, 401(k) plan setups, investment advising, and financial plan deliveries
Contact prospective clients regarding financial plans, 401(k) plans, and other retirement and investment options
Research investment portfolio holdings
Assist with the creation of bench marking and performance reports
(Programs that will be learned during this internship: eMoney, Redtail, Riskalyze, FirmPlus, ClientWorks, etc.)
• Must have excellent organizational skills, attention to detail, and the ability to prioritize in a changingenvironment.• Must have strong interpersonal skills and follow-up skills.• Proactive problem prevention and issue resolution leadership ability.• Strong verbal and written communication skills required.• Ability to work independently and as part of a team.