About the role
As a Financial Planning Assistant, you will play a vital role in supporting financial advisors by preparing necessary documents and assisting in client meetings. This position involves gathering essential financial information from clients, contributing to the development of personalized financial plans, and providing crucial administrative support.
This internship is particularly suited for recent graduates eager to gain hands-on experience in wealth management. You will work closely with a team of experienced financial advisors who will mentor you in various aspects of financial planning.
This hybrid role offers the flexibility of both remote and onsite work, allowing you to adapt to a working style that suits you while gaining valuable industry experience. If you are detail-oriented and enthusiastic about learning financial strategies, we encourage you to apply today!
What you'll do
- Assist in preparing financial documents
- Gather client financial information
- Support financial advisors in client meetings
- Manage administrative tasks related to financial planning
What you'll need
- Bachelor's degree in finance, business, or related field
- Strong communication and organizational skills
- Interest in financial planning and wealth management
Skills
Good to have
Benefits
- Hands-on experience in financial planning
- Mentorship from experienced professionals
- Flexible working hours
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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