Senior Internship Program

Complimentary Planning By Elements

Senior Internship (Paid)

Join our dynamic team as a Senior Intern to gain hands-on experience in financial planning, client management, and investment strategies while working alongside industry professionals.


Key Responsibilities

Client Support

  • Assist in onboarding and maintaining client relationships.
  • Prepare financial plans and reports for client meetings.
  • Address client inquiries about accounts and portfolios.

Financial Planning

  • Conduct research for financial strategies.
  • Update financial plans and generate reports for client meetings to help clients achieve financial goals.
  • Collaborate on tailored financial solutions.

CRM Management

  • Participate in client interactions and track communications using Redtail CRM.
  • Maintain detailed documentation of client interactions with a Financial Advisor.
  • Collaborate with advisors and internal teams to optimize client service delivery.

Software Utilization

  • Fidelity Wealthscape: Manage client accounts and transactions.
  • RightCapital: Create and update financial plans.
  • Redtail CRM: Capture client interactions and manage workflows.
  • Black Diamond: Monitor portfolio performance and prepare reports.

Qualifications

  • Pursuing a degree in Finance, Economics, Entrepreneurship, or Accounting.
  • Strong analytical and communication skills.
  • Proficiency in Microsoft Office and financial software.

If you are interested in joining our growing wealth management firm, please fill out the form below and attach your resume and cover letter.

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    The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
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