Financial Planning Intern

Financial Planning Intern Job Description Template

Our company is looking for a Financial Planning Intern to join our team.


  • Reviewing and updating client information for the financial planning process;
  • Creating and preparing presentation materials for meetings with clients;
  • Performing Investment Research using Morningstar and Bloomberg;
  • Maintaining client and investment data;
  • Creating investment proposals for new clients;
  • Supporting various business development initiatives;
  • Assisting with Financial Plans and projections.


  • Desire to support actions that are in the best interest of the client;
  • Effective team player with a high level of integrity;
  • Interested in pursuing a career in Financial Planning and Wealth Management;
  • Ability to multi-task and prioritize work to meet deadlines;
  • Self-starter, takes initiative;
  • Computer savvy with experience using Excel;
  • Strong sense of responsibility with a positive “can do” attitude;
  • Minimum grade point average of 3.5, impressive standardized test scores;
  • Possess strong interpersonal communication skills;
  • High energy level, self-motivated with a strong sense of urgency;
  • Organized and detail oriented.