About the role
As an intern Financial Planning Consultant, you will support the creation of customized financial plans that align with clients' needs and objectives. This role is perfect for recent graduates eager to launch their careers in wealth management. You will gain practical experience while collaborating with experienced professionals in a nurturing environment.
Your responsibilities will include gathering client information, analyzing financial data, and contributing to the development of tailored financial strategies. This internship offers an excellent opportunity to explore the financial planning industry and expand your professional network.
What you'll do
- Assist in the development of financial plans
- Gather and analyze client financial information
- Support senior consultants in client meetings
- Learn about various financial products and services
What you'll need
- Bachelor's degree or pursuing a degree in Finance or related field
- Interest in financial planning and wealth management
- Strong communication and interpersonal skills
Skills
Good to have
Benefits
- Hands-on experience in financial planning
- Opportunity to network with industry professionals
- Potential for future full-time employment
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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