Financial Planning Intern

Location: 150 Social Hall Avenue, Salt Lake City, Utah, United States

Company

hirify.global provides client services and financial planning support.

What you will do

• Assist Certified Financial Planners throughout the planning process, from client engagement through financial plan implementation.
• Process client data and enter information into financial planning software.
• Speak with clients by phone to provide service, clarify information, and schedule appointments.
• Interpret financial analyses and help develop strategies and recommendations.
• Attend staff and training meetings as a full member of the team.

Requirements

• Be enrolled in an undergraduate financial planning degree program or a related field.
• Juniors and seniors are preferred.
• Understand financial planning concepts and vocabulary.
• Have exposure to financial planning and client relationship management software and be able to use a financial calculator.
• Demonstrate critical thinking, deadline management, proactive teamwork, and strong written and oral communication skills.

Nice to have

• Previous internship experience.

Culture & Benefits

• Part-time schedule of 20 hours per week for six months.
• Flexible scheduling around the school schedule.
• Opportunities to observe client meetings.
• Mentoring and career counseling with Certified Financial Planners.