What are the responsibilities and job description for the Financial Planning Intern position at Merkle Retirement Planning?
We seek a motivated and detail-oriented college student to join our team as a Financial Planning Intern. This position offers an exciting opportunity to gain hands-on experience in financial planning concepts and client servicing within a dynamic sales environment. The ideal candidate will be eager to learn, proactive in their approach, and possess strong organizational and communication skills.
Job responsabilities include:
- Work with the Client Servicing Team to support and maintain client portfolios, prepare paperwork for client meetings, process documents and paperwork, and facilitate unique projects as the team needs.
- Mentor under the sales team to learn and understand fundamental financial planning concepts, such as income planning, investment strategy, health care, long-term tax strategies, and estate plan review.
- Attend client meetings for first-hand learning, observation, and follow-up dictation.
- Attend Merkle Retirement Planning-sponsored client events.
