We are seeking a Financial Planning Intern in our Philadelphia, Pennsylvania office. If you are working toward a degree in financial planning and/or a CFP® designation, and your career goal is to become a financial planner, we are interested in speaking with you. While having completed courses in financial planning courses is definitely a plus, the most important attribute is a strong desire to be an outstanding financial planner.
Over the summer you will have the opportunity to work with several financial planners and other members of the firm. This is a unique opportunity to learn from, and be a part of a progressive financial planning firm. Candidates that fit our firm’s culture prefer working on a team, believe in comprehensive financial planning with a focus on life planning, and have a commitment to the highest levels of ethics and client service. The position entails experiencing many different aspects of financial planning and having fun doing so.
Key Qualifications and Characteristics:
- Working toward a degree in Financial Planning or a related field and/or the CFP® certification
- Committed to the financial planning process Strong verbal and written communication skills
- Self-starter, problem solver and goal-oriented team player with ‘no job is beneath me’ attitude
- Organized, with a strong attention to detail
- Exudes professionalism and respect
- Demonstrate curiosity and confidence when interacting with financial planners
- Experience working with eMoney, Money Guide Pro, Junxure, and PortfolioCenter is a plus
Responsibilities:
- Participate as an active member of the firm, embracing RTD’s Financial Life Planning process
- Assist in preparation for client meetings
- Draft follow up letters, create emails and input actions from meetings into CRM software
- Participate in financial plan implementation
- Attend client meetings and 401k enrollment meetings, as the opportunities arise
- Prepare reports and analysis based on client service requests
- Interpret and input summarized tax information for each client into CRM software
- Assist in summarizing estate planning documents
- Serve as a member of RTD’s Plan Y Committee
- Attend RTD’s Financial Planning, Investment, and Retirement Committee meetings
- Assist various committees with specific projects
- Commit to continuing financial planning education
- Perform other duties as assigned