Project Manager I, Data & Tech
TD
Salary
💰 $26 - $33 per hour
Job Level
Entry Level
About the role
- - Assist in the preparation of financial plans, investment reports, and client deliverables
- - Analyze client data to help develop tailored investment, retirement, and tax strategies
- - Conduct research on financial products, investment opportunities, and economic trends Support advisors with client meeting preparation and follow-up
- - Update and maintain CRM systems and planning software Collaborate with cross-functional teams to gain exposure to investment, planning, and advisory processes
- - Participate in team meetings and training sessions
Requirements
- - Rising senior pursuing a major or minor in Financial Planning, Finance, Business, Economicsor related field
- - Strong academic performance with a concentration in financial planning course work
- - Pursuit of relevant certifications (CFP®, CFA®, Series 65) is highly encouraged
- - High level of professionalism and confidentiality
- - Strong analytical, problem-solving, and communication skills
- - Proficient in Microsoft Office Suite (Excel, PowerPoint, Word); experience with financial planning software (eMoney) is a plus.
- - Eagerness to learn and interest in a career in financial planning or wealth management
