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Financial Planning Intern
Financial Planning InternDeseret Mutual Benefit Administrators • Salt Lake City, UT, USA
Financial Planning Intern

Financial Planning Intern

Deseret Mutual Benefit Administrators • Salt Lake City, UT, USA
1 day ago
Job type
  • Full-time
  • Quick Apply
Job description

DMBA (Deseret Mutual Benefit Administrators) is a non-profit organization that administers benefits for companies who are owned or affiliated with The Church of Jesus Christ of Latter-day Saints.

We are currently accepting applications for a Financial Planning Intern.

Position Description :

  • Assist the Certified Financial Planners throughout the planning process from client engagement to financial plan implementation.
  • Twenty hours per week for six months.
  • Schedule is flexible around school schedule.

Educational Requirements :

  • Must be enrolled in an undergraduate financial planning degree program or related field.
  • Juniors and seniors preferred.

    • Other Requirements :

  • Passionate about financial planning with a sincere desire to help others.
  • Able to work in a team environment, be proactive, and ask questions.
  • Desire to continually learn, grow, and stretch.
  • Critical thinking skills and the ability to apply information.
  • Proven ability to meet deadlines.
  • Familiar with financial planning concepts and vocabulary.
  • Exposure to financial planning software and client relationship management software.
  • Able to use a financial calculator.
  • Excellent written and oral skills.
  • Previous internship experience preferred, but not required.

    • Primary Responsibilities :

  • Process client data and input into financial planning software.
  • Speak with clients on the phone to provide service, clarify data, and schedule appointments.
  • Interpret a financial analysis and develop strategies and recommendations.
  • Attend staff and training meetings as a full member of the team.

    • Opportunity to :

  • Observe client meetings.
  • Meet with certified financial planners for mentoring and career counseling.

    • Job Posted by ApplicantPro

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    Planning Intern • Salt Lake City, UT, USA