Finanical Planning Internship

Meyer Capital Group is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping clients protect their wealth using a thorough and disciplined investment approach.

Our firm was founded in 1963 by Clarence Whipple. Now managed by his grandson Tom Meyer, Meyer Capital Group has been providing superior financial advice for almost six decades. Today, MCG has capabilities to provide state-of-the-art portfolio management and services, but is small enough to also provide personal, one-on-one service to our client which is unique among our peers.

Specialties

Retirement & Income Planning, Alternative Investment Strategies, Managed Accounts, Fee Only Conflict-Free Advice

Website: https://www.meyercg.com

Flipbook: https://www.meyercapitalgroup.com/

Industry: Investment Management

Type: Privately Held

Assets Under Management: $1.6 Billion

Custodian: Schwab

Headquarters: 525 Route 73 North, Suite 312 Marlton, New Jersey 08053

Company Size: 11-50 employees

Founded: 1963

Essential Duties and Responsibilities:

o Analyze and consolidate client data to assist in preparation of Financial Plans.

oAssist with other financial planning client service, research, and operational tasks.

o Review Financial Planning software analytics to determine additional client touch-points.

o Draft planning emails to proactively contact clients.

o Participate in Portfolio Strategy Group meetings to increase investment planning knowledge.

Desired Skills and Experience:

o Excellent Organizational Skills

o Must be able to Prioritize Work and Be Adaptable

o Detailed Oriented Nature

o Ability to Work Independently and In a Team Environment

o Strong Communication Skills

o Clear, Consistent, Solid Communications Whether Verbal or Written

o Strong Interpersonal Skills with Ability to Build Rapport

o Comfortable Interacting with Internal Team and Clients

o History of Providing Stellar Customer Service to External and Internal Clients

o Experience in Financial Services Industry

Experience Areas:

o Fast Paced Work Environment; Ability to Adapt

o Willingness to Learn and Perform Various Tasks as Assigned

o MS Office Applications

o Experience with Envestnet MoneyGuidePro as well as Tamarac Reporting and CRM Helpful

o Basic Investment, Income Tax, and Personal Financial Planning Knowledge

o Pursuing bachelor’s degree in finance, accounting, or economics, Financial Planning

o Coursework obtained or in process to be eligible for CFP® track

Offering:

o Salary Commensurate with Experience

o Hybrid Work Environment

o Ability to increase knowledge and experience in personal financial planning from an experienced CERTIFIED FINANCIAL PLANNER™as well as other Investment Management Professionals