Financial Planning Intern

Job Description

Job Description

Salary : $15 / Hourly

Are you passionate about helping people secure their financial futures? Do you want to be a part of a team that puts "People before Profits"? If so, rebel Financial, a Fee-Only Investment and Financial Planning Firm, invites you to join our transformative Financial Planner Internship program for late Fall through early Spring. Here, you will be an integral part of our dynamic Financial Planning / RIA team, driving our commitment to evolve and enhance our services for our diverse clientele.

Internship Overview :

This internship offers an invaluable opportunity to work alongside our Certified Financial Planners (CFPs), gaining insights into the financial planning profession. You will immerse yourself in our day-to-day operations, using state-of-the-art technologies such as eMoney, fp Alpha, Riskalyze, Tifin, PreciseFP, and Salesforce.com. Your focus will be on honing your financial planning skills, identifying and addressing investment management issues, and contributing to innovative solutions.

Your Role :

• Learn and Grow : Develop your financial planning skills under the guidance of our team of Certified Financial Planners.
• Team Collaboration : Work closely with our team, advisors, and clients to resolve issues with a solutions-oriented approach.
• Embrace the rebel Way : Understand and champion our multi-custodial approach, stay updated on financial planning trends, and continuously strive to enhance your industry knowledge.

Candidate Profile :

What We Offer :

Hiring Timeline :

If you're ready to join the financial revolution and make a real difference, apply now and become a rebel with a cause!