In-Office Wealth Planning Intern (Summer)

Jambalaya Group Recruiting; Leawood (KS); On-site; USD 28,000 - 34,000; Part time

Benefits offered by this job

In-Office position

$20 per hour

Job summary

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, is seeking a motivated Financial Planning Intern for the summer to gain hands-on experience in financial planning and wealth management.

You will participate in client meetings, assist advisors with planning and service needs, and support the preparation of client information and CRM data while developing professional skills and industry knowledge for a potential future Advisor role.

Qualifications

• Currently pursuing a bachelor’s degree in Finance, Financial Planning, or a related field.
• Senior-year student with genuine interest in wealth management and financial planning.
• Professional, friendly communication style and strong interpersonal skills.

Responsibilities

• Participate in and observe client meetings to gain exposure to wealth management.
• Assist advisors with financial planning and client service needs.
• Support the preparation and organization of client information.
• Update and maintain accurate client information within the CRM.
• Assist with financial planning and practice-related projects.
• Complete special projects to provide exposure to the business.
• Collaborate with the team while developing knowledge of the financial services industry.

Skills

Communication skills

Interpersonal skills

Organization skills

Microsoft Office

Salesforce

Problem-solving

Education

Bachelor's degree in Finance/Financial Planning or related field

Tools

Salesforce

Job description

Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, is seeking a motivated Financial Planning Intern for the summer to gain hands-on experience in financial planning and wealth management.

You will participate in client meetings, assist advisors with planning and service needs, and support the preparation of client information and CRM data while developing professional skills and industry knowledge for a potential future Advisor role.