Intern, Financial Planning - Manhattan Beach, CA

Socket.dev; El Segundo (CA); On-site; USD 28,000 - 39,000; Full time

Job summary

Socket.dev is offering an internship in Financial Planning to help staff serve high net worth clients through holistic planning and client relationship support. The role develops advisory, communication, and EQ skills via onboarding, meeting prep, and plan delivery, with exposure to client experience and business development.

You will assist with onboarding, meeting scheduling, materials, data entry, plan modeling, and CRM usage, while observing meetings and contributing to team projects.

Qualifications

• Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship
• Demonstrated leadership experience through work or extracurricular activities

Responsibilities

• Prepare and process onboarding paperwork for clients
• Schedule client meetings and create engaging materials to explain financial concepts
• Observe client meetings to learn relationship-building
• Assist with post-meeting follow-up: documentation, research, solution development
• Contribute ideas to improve client service and business development
• Support client service activities, including account maintenance and money movement
• Use financial planning and CRM software to support plan development
• Assist with data entry, plan modeling, and deliverables
• Collaborate on special projects and client service initiatives

Skills

Customer service

Organizational skills

Attention to detail

Communication

Learning mindset

Excel

CRM systems

Data analysis

Team collaboration

Problem-solving

Education

Pursuing bachelor’s or master’s degree with 12 months of graduation

Major in wealth management/financial planning/finance

Tools

Microsoft Word

Excel

CRM software

Job description

Job Summary:

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands‑on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.

Essential Duties and Responsibilities:

• Support client onboarding by preparing and processing necessary paperwork.


• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.


• Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.


• Participate in client meeting follow-up tasks including documentation, research, and solution development.


• Contribute ideas during team discussions on improving client service and business development opportunities.


• Support client service activities, including account maintenance and money movement processes.


• Use financial planning and CRM software to assist with plan development and data management.


• Assist with data entry, plan modeling, and compiling plan deliverables.


• Collaborate with team members on special projects and client service initiatives.

Required Education and Experience:

• Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship


• Demonstrated leadership experience through work or extracurricular activities

Preferred Education and Experience:

• Major in wealth management, financial planning, finance, or a related field.


• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.

Skills:

• Strong customer service orientation.


• Excellent organizational and time management skills.


• Detail-oriented with solid analytical and problem‑solving abilities.


• Comfortable contributing ideas in group settings.


• Clear and professional written and verbal communication.


• Ability to communicate complex topics in a simple, relatable way.


• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.


• Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.

Supervisory Responsibilities:

None

Physical Demands/Requirements:

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel Requirement:

None

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V