CFP Candidate: Part-Time Financial Planning Intern (Paid)

Bedel Financial; Indianapolis, Northern (IN, KY); Hybride; USD 2 066 000 - 3 444 000; Temps partiel

Avantages offerts par ce poste

Paid internship

Résumé du poste

Bedel Financial in Indianapolis offers a wealth management internship focused on gaining hands-on experience in financial planning. Interns will support the team by preparing client communications, entering data, and assisting with reporting and blog content.

The role requires current enrollment in a CFP program with 2-3 courses completed, completion of sophomore year, and the ability to commute to the office.

Qualifications

• Currently enrolled in a CFP program with 2-3 financial planning courses completed.

Responsabilités

• Create letters outlining important tax information for clients and preparers.
• Input client data into CRM and financial planning software.
• Prepare reports for client review meetings and attend meetings.
• Write 1-2 industry-related articles for the firm blog.
• Assist with other tasks as required by the financial planning team.

Connaissances

Data entry

Report writing

Content creation

attention to detail

Formation

CFP program enrollment

Sophomore year completed

2-3 financial planning courses

Outils

CRM software

Financial planning software

Description du poste

Bedel Financial in Indianapolis offers a wealth management internship focused on gaining hands-on experience in financial planning. Interns will support the team by preparing client communications, entering data, and assisting with reporting and blog content.

The role requires current enrollment in a CFP program with 2-3 courses completed, completion of sophomore year, and the ability to commute to the office.