Finance Intern

Financial Symmetry is looking for additional interns to fulfill various roles within our firm on a part-time basis, starting in early January 2021, with the prospects of continuing through the summer semester. This is a paid internship with flexibility in scheduling.

We’re looking for candidates interested in the many different stages of the financial planning, tax preparation and overall wealth management processes including but not limited to:

- Taking inventory of client assets, debts, incomes and expenses

- Scanning and/or saving electronic documents to our database

- Portfolio accounting for 401ks, 403bs, 457 deferred comp and 529 accounts for performance reporting

- Assisting with trade verification processing

- Initial data entry into planning software

- Onboarding paperwork processing

- Track incoming account transfers

- Cash flow monitoring

- Assisting our tax preparers with 2020 tax planning and later with tax returns by:

- Scanning, sorting and marking documents

- Initial data entry under guidance of tax preparer

- Help our firm identify areas where we can improve data integrity, data processing and assist with both refinements, testing and implementation of those improvements

Our ideal candidates would have a genuine interest in exploring the personal financial planning industry and/or wealth management, and be currently enrolled in finance, accounting and/or operations management classes.

Learn more about our internship program here: http://financialsymmetry.com/our-team/our-internship-program.

Qualifications : Must be an undergraduate student graduating between December 2021 and May 2022.

Additional Documents

Cover Letter, Unofficial Transcript

*Please email your resume and cover letter to Heather Gudac at hgudac@financialsymmetry.com. No phone calls, please.

Requested Document Notes

Please include your hours of availability and/or your fall semester class schedule with your resume and unofficial transcript.

Heather Gudac

Operations Manager

Financial Symmetry Inc.

1511 Sunday Dr. Suite 300

Raleigh, NC 27607

(919) 851-8200 ext. 205

FSI Client Center Access

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