Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Assist in the preparation of financial plans, investment reports, and client deliverables
- Analyze client data to help develop tailored investment, retirement, and tax strategies
- Conduct research on financial products, investment opportunities, and economic trends Support advisors with client meeting preparation and follow-up
- Update and maintain CRM systems and planning software Collaborate with cross-functional teams to gain exposure to investment, planning, and advisory processes
- Participate in team meetings and training sessions
Requirements
- Rising senior pursuing a major or minor in Financial Planning, Finance, Business, Economicsor related field
- Strong academic performance with a concentration in financial planning course work
- Pursuit of relevant certifications (CFP®, CFA®, Series 65) is highly encouraged
- High level of professionalism and confidentiality
- Strong analytical, problem-solving, and communication skills
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word); experience with financial planning software (eMoney) is a plus.
- Eagerness to learn and interest in a career in financial planning or wealth management
Ready to Apply?
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