Personal Financial Planning Paid Summer Internship

Personal Financial Planning Summer Internship (10 Week Paid Internship)

Daily Functions

• Work with our planners with all pre-meeting preparation

• As appropriate, attend client planning meetings

• Work with our Chief Investment Officer to assist with the analysis and preparation for our quarterly Investment Committee meeting

• Attend our quarterly Investment Committee meeting

• Follow our daily investment rebalancing to learn ourtrading mechanics and philosophy

• Attend our weekly corporate “Brain Dump” meeting

• Provide editing and creative input into the reporting for client meetings

• Attend our quarterly meeting with our social media marketing consultants

• All four CFP planners will be available to mentor and advise the intern

• Daily academic time available for reading and study

Potential Projects and Academic Expectations

• Review and make suggestions about improving our PowerPoint presentations

(Format and content)

• Assist with Annual Asset Class Risk/Return PDF (using Morningstar Office, fi360 , and

Adobe Acrobat.)

• Help with updating and designing our Young Professional program (our program

to work with medical students and residents)

• Help with enhancing Salesforce

• Weekly reading and oral review of major academic planning and investing articles

• Monthly assigned book and review

• Will have weekly 1–2 hour meeting with mentor to discuss topics and issues

Software and Technology Stack

The intern will have exposure to, and will work with the following programs:

• Salesforce CRM

• eMoney Financial Planning program

• Morningstar

• Fi360 Investment risk analyzer

• Microsoft Suite (Word, Excel, PowerPoint, Teams, Outlook)