Certified Financial Planner Intern
📋 Role Overview & Responsibilities
We are posting this role on behalf of our client. You will be able to see more details about the hiring company once you start your application.
About the Company:Our client is a first-of-its-kind, highly specialized advisory service tailor-made for doctors. Diligently researched, it focuses on the unique challenges, desires, and needs of doctors, in whatever form they may take. The service boasts expertise in the unique career journeys of doctors and has created a range of products and services designed to help doctors build a brighter financial future.
Overview:Our client is seeking a Certified Financial Planner to join the team of dedicated professionals. The ideal candidate will be client-focused, with a proven track record of providing comprehensive financial planning advice. This role involves working closely with clients to understand their financial objectives, offering tailored advice, and guiding them through financial decisions to secure their financial future.
Responsibilities:Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims to develop strategic financial plans.Guide clients towards making informed financial decisions.Analyze financial information to forecast future needs and plans.Prepare and present detailed financial reports.Stay updated with financial markets and products to provide accurate and up-to-date advice.
Requirements:Currently enrolled as a senior undergrad or graduate degree in Business, Finance, Economics, Accounting, or a related field.Studying for CFP, with some coursework already completed.Detail-oriented mindset with a focus on accuracy and thoroughness in maintaining project documentation and records.Proven experience as a financial planner or similar role.Excellent understanding of financial planning, wealth management, and retirement planning.Strong analytical skills and attention to detail.Exceptional verbal and written communication skills.Commitment to maintaining the highest ethical standards.Strong relationships skills.
Hourly compensation during the internship: $15-$30.
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This position is located in New York City Metropolitan Area with potential relocation and sponsorship assistance depending on candidate qualifications.
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