Investment Planning Intern

Jobtailor

Missouri

On-site

USD 18,000 - 30,000

Full time

9 days ago

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Job summary

Jobtailor in Missouri is seeking a motivated finance-focused student to assist with investment planning and client service. You will analyze client financials, prepare recommendations, and support senior advisers in delivering tailored solutions.

Candidates pursuing a bachelor's in finance, economics, or related fields with strong communication and analytical skills are encouraged to apply. This internship offers hands-on experience in asset management and financial planning within a

Qualifications

Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field.
Strong interest in investments and economics.
Detail-oriented with strong analytical skills.
Effective written and verbal communication skills.

Responsibilities

Assess clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions.
Evaluate client plans using investment and tax strategies and financial securities knowledge.
Perform recurring quality control procedures on account activity.
Ensure trades and money movements with appropriate custodians have taken place.
Ensure distributions are provided to clients.
Use reports with charts and graphs to illustrate recommendations for client-specific matters.
Work with staff at all levels in a fast-paced, hands-on environment to drive client success.