Financial Advisor Internship position

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Integrated Life and Financial Planning LLC
5850 Fayetteville
Durham, NC
Posted: August 29 2016
Application Deadline: Available Year-round
Position: Part-time, Unpaid

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Description

Durham RIA firm looking for an intern minimum of 6 hours per week, 3 hour blocks of time.
This is an unpaid internship.
We are happy to co-ordinate with you program to assist in your receiving credit for your internship if that is possible from your end.
Preferred hours between 1 and 5 pm.
Hours and days must be regularly scheduled.

Responsibilities

- Maintaining and updating client account, portfolio, and cash flow activity and reporting.
- Database maintenance and organization.
- Setting up and maintaining client projects and data.
- Marketing work, organization of campaigns, and article writing if interested.

Requirements

- Proficiency in Microsoft Office, with excel being a must.
- Ability to work on projects independently and with appropriate guidance and supervision.
- Ability read and understand client statements, understand cash flow concepts being key!
- A positive attitude with good organizational, presentation and writing skills
- Pursuing a Bachelors Degree or equivalent education

Skills

Required - Microsoft Excel

How To Apply

Apply
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Report potential scams Go to Trust and Safety Center