Financial Planning Intern @ Crestview Capital Management 01/23/2020
Date posted: Jan 23, 2020
Financial Planning Intern Job Description
Internship Description
Apply your knowledge and gain industry experience in the financial advisory industry. Work with seasoned Wealth Advisors to gain the knowledge to build, grow and sustain a financial advisory practice.
Financial Planning Intern Duties and Responsibilities
- Assist with plan design using Financial Planning software
- Research and analyze stocks, ETF’s and mutual funds
- Create reports on firm models using the efficient frontier and modern portfolio theory
- Create marketing campaigns and research to target prospective clients
- Call warm leads to set up introductory meetings
Requirements
- Currently enrolled in CLU’s CFP program
- Minimum GPA 3.0
- Strong verbal and communication skills
- Highly motivated with desire to learn
- Not be discouraged by rejection
- Proficient in Microsoft Word, Excel and PowerPoint
- Other professional duties as assigned
Benefits
- $12 per hour, 10 hours per week for the duration of the spring 2020 semester (Summer Optional)
- Shadowing, mentoring, and training opportunities with the managing partners
- Hands-on application of financial planning principles in a fast-paced work environment
Location
Crestview Capital Management
29800 Agoura Rd., Suite 102
Agoura Hills, CA 91301
Contact Information
Brian Bucell
Managing Partner
Office: (805) 871-0040
29800 Agoura Rd., Suite 102, Agoura Hills, CA 91301