Remote CFP Career Accelerator Internship

Hippocratic Financial; Westlake Village (CA); Remote; USD 53,800 - 86,100; Full time

Benefits offered by this job

Paid W2 position

401k eligibility after one year

Career mentoring

Job summary

A boutique registered investment advisor is offering a Remote CFP Career Accelerator Program. This paid internship provides hands-on experience in various roles including Client Service Associate and Financial Planner. Candidates must be enrolled in a CFP program and available to work full-time in Pacific time. This program focuses on providing operational excellence without outbound client generation.

Qualifications

• Ability to work full-time remotely.
• Enrollment or completion of CFP requirements.
• Availability during Pacific time working hours.

Responsibilities

• Gain hands-on experience with various financial roles.
• Participate in weekly mentor meetings.
• Understand how a boutique RIA operates.

Skills

Remote work management

Client communication

Portfolio management

Team collaboration

Education

Enrollment in CFP program

Tools

Microsoft Dynamics CRM

Job description

A boutique registered investment advisor is offering a Remote CFP Career Accelerator Program. This paid internship provides hands-on experience in various roles including Client Service Associate and Financial Planner. Candidates must be enrolled in a CFP program and available to work full-time in Pacific time. This program focuses on providing operational excellence without outbound client generation.