• Availability: Summer 2020
  • Deadline: Until Position is Filled

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

Apply

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