About the role
As a Financial Planning Assistant intern, you will assist financial advisors in preparing financial plans and supporting clients in achieving their financial goals. You will gain hands-on experience in financial analysis and client relationship management. This role is perfect for recent graduates looking to start their career in wealth management.
You will work remotely and have the chance to learn from experienced professionals in the industry. This internship offers a unique opportunity to develop your skills in financial planning while contributing to client satisfaction and team success.
What you'll do
- Assist in preparing financial plans
- Support clients in achieving financial goals
- Conduct financial analysis
- Collaborate with financial advisors
What you'll need
- Bachelor's degree in finance or related field
- Strong analytical skills
- Good communication skills
Skills
Good to have
Benefits
- Flexible working hours
- Mentorship from industry professionals
- Opportunity for full-time position post-internship
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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