Intern, Financial Planning- Sarasota, FL

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Sarasota, FL Internship$46k / year Posted 30+ days ago

Below market. This role pays below the $105k median for similar USD roles (7 comparable postings in our corpus).

JOB SUMMARY: The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Support client onboarding by…

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