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.