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Financial Planning Intern

beBee Careers
Davison, MI Intern
POSTED ON 4/29/2025
AVAILABLE BEFORE 5/28/2025

**Job Description:**

We are seeking a highly motivated individual to join our team as a Planning Analyst Intern. This role will provide the opportunity to gain hands-on experience in financial planning, working closely with our Financial Advisors.

**Key Responsibilities:**

  • Work as a liaison between Financial Advisors and Product Providers
  • Daily review of new business for accuracy and compliance
  • Manage case load of communications with Financial Advisors and Product Providers

**Requirements:**

  • Pursuing a Bachelor's Degree
  • Interest in pursuing a career in financial services
  • Proficient in Microsoft Office

**Benefits:

  • Flexible working hours
  • Valuable hands-on experience in the field

**About Us:

We value diversity and inclusion in the workplace. As an equal opportunities employer, we welcome applications from individuals of all backgrounds. We have multiple offices throughout Michigan and northern Ohio, offering many opportunities for growth and development.

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