Financial Planning Intern

Immediately
Johnson Lyman Wealth Advisors
Rob Lyman
One First Street, Suite 12 Los Altos, CA 94022 Phone: 650-316-8604 Fax: 650-316-8604
lindac@JLwealth.com
Email
Post Your Resume

Intern at Johnson Lyman Wealth Advisors

Available: Immediately

Company: Johnson Lyman Wealth Advisors

Contact: Linda Cordoba

One First Street, Suite 12, Los Altos, CA 94022

Email: lindac@jlwealth.com

Preferred Method of Contact: Email

Paid Internship. Immediate availability for a part-time or full-time, 6-month internship position (with possible extension to 12 months). Responsibilities will include those typical of our Support Advisor role, working with an experienced CFP® professional to serve Wealth Management clients of the firm, serving as an integral member our team. You will also be responsible for learning our processes and systems, as well as become proficient in the industry-standard software we utilize to serve clients (PieTech MoneyGuidePro, Tamarac AdvisorView, CFS Tax Tools, Salesforce.com, Box.com, Microsoft Office). You will also have the chance to help improve our systems and marketing efforts.


About our Firm. Johnson Lyman Wealth Advisors is an independent fee-only wealth management firm that provides holistic, comprehensive financial planning and investment management services to clients. For more information, please visit our website: www.jlwealth.com.

Qualifications for this Position. We are looking for someone possessing the following qualifications:

• Strong educational credentials (minimum BA/BS at accredited college/university) and analytical background

• Strong interest in the financial planning field, or currently in a CFP Board registered educational program.

• High degree of integrity and motivation, along with a strong work ethic

• Strong curiosity and an aptitude for learning quickly

• Self-starter, problem solver and a goal-oriented team player

• Ability to work independently is a must

• Excellent computer literacy/skills and strong proficiency of MS Office Word, Excel and Outlook programs

• Excellent communication skills

Compensation: This is a paid internship position. Salary to be negotiated based on experience and qualifications.

Starting Date: As soon as can be negotiated.

Please submit your resume to lindac@jlwealth.com.