What are the responsibilities and job description for the Financial Planning Intern position at Pontem Financial LPL?
Company Description
Pontem Financial LPL is committed to empowering individuals and businesses by guiding them toward financial stewardship, providing them the freedom to pursue their true purpose. We specialize in connecting financial strategies with clients' unique goals. With a range of offerings, including Investments, Fee-Based Asset Allocation Programs, Insurance, Financial Planning, and Retirement Plans for individuals and businesses, we deliver tailored solutions that achieve meaningful outcomes.
Role Description
This is a summer, on-site internship located in San Antonio, TX, offers the opportunity to gain hands-on experience in financial planning. Responsibilities include assisting with financial analyses, exploring alternative investment strategies, and contributing to client-centered financial strategies. Interns will also assist in maintaining clear documentation and ensuring compliance with financial standards, gaining valuable insights into the financial services industry.
Qualifications
- Strong knowledge of Financial Planning and Finance fundamentals
- Proficient in Analytical Skills and Financial Reporting
- Excellent attention to detail and organizational skills
- Ability to handle confidential information with integrity and professionalism
- Pursuing or holding a degree in Finance, Accounting, Economics, Financial Planning, or a related field
- Proficiency in Microsoft Office Suite, specifically Excel
Preferences
- Graduating Fall of 2026 or Spring 2027
- Willing to work full time in San Antonio after graduation.
- Currently in a CFP Board Certified Education Program