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

brian@crestviewcm.com

29800 Agoura Rd., Suite 102, Agoura Hills, CA 91301