Finance Internship Job Description
Francis Financial, Inc. is offering a high-quality experience that will help jump-start your career!
We are looking for a reliable intern who is interested in getting practical experience in the financial planning and investment management fields. The intern would observe and participate in comprehensive planning and be an integral part of our financial and investment planning team.
Responsibilities include establishing new accounts, managing client and custodian paperwork, generating client portfolio reports, collecting client data, preparing financial models and financial advice documents under guidance of senior advisors and managing the administrative work related to all client accounts.
Ideally, we are looking for a recent graduate, who can work full-time. We would prefer to have applicants who are interested in and considering the CFP® designation.
Qualities necessary for the internship:
- Incredible attention to detail
- Quick learner, proactive and resourceful
- Easily establishes a rapport with people
- Trustworthy and energetic
- Enjoys challenges and likes solving problems
- Excellent written and verbal communication skills
- Exhibits strong multi-tasking abilities
About the company: Francis Financial is an independent fee-only boutique wealth management, financial planning and divorce financial planning firm based in New York City, dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. Our firm has a fun and fast-paced environment. Benefits include unlimited lattes and smoothies, monthly massages, a strong monthly education program, personal training and daily workouts.