Financial Planning Intern
Aprio
Financial Planner
Kestra Financial
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Support Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning
- Prepare for and follow-up on client meetings including assembling paperwork, account reviews, report generation and meeting documentation
- Consult with clients on investment strategies; deliver advice and participate in client reviews
- Manage data and plans in financial planning software
- Execute portfolio trading and investment processing with high attention to detail
- Prepare to learn technical aspects of advisor role and service clients independently
- Identify sales and asset retention opportunities and propose alternatives
- Deepen client relationships and establish credibility in person and via phone
- Clearly articulate complex concepts to clients
- Proactively communicate with clients and follow up on assigned contacts
- Manage and prioritize multiple competing priorities daily
- Engage in marketing and sales efforts on behalf of the firm (not required to build own book)
- Demonstrate professionalism, accountability, customer focus, and teamwork
- Develop centers of influence such as community involvement, CPAs and attorneys
- Other duties as assigned
Requirements
- Strong understanding of financial services industry and diverse investment products
- Bachelor’s degree (finance, accounting or related field preferred)
- 3+ years of experience in the financial services industry (strong understanding of broker/dealer operations and financial services products)
- Experience with equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Previous experience in the independent financial services culture preferred
- Series 7 and 63 required
- Series 65/66 preferred (or ability to obtain)
- CFP or CIMA preferred
- Basic computer skills (Outlook, Word, Excel and PowerPoint)
- Excellent verbal and written communication skills
- Strong time management and organizational skills; able to manage multiple tasks independently
- Ability to build relationships and influence internal and external partners
