Continuum Wealth Partners is a comprehensive wealth management firm built to provide clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives.
POSITION OVERVIEW
Continuum Wealth Partners is currently seeking a Financial Planning Intern who will have primary responsibility of providing support in investment, risk and financial planning analytics while also assisting in client service duties.
This is an exciting opportunity for those looking to learn about how a comprehensive financial planning firm works day-to-day. This internship also provides the opportunity to be hired full time as a Financial Planning Analyst with future growth opportunities. The ultimate growth path of a Financial Planning Analyst, once fully licensed, is to transition into an Associate Private Wealth Advisor role with direct responsibility for managing specific client relationships.
RESPONSIBILITIES
Specific responsibilities include, but are not limited to:
Client Relationship Support:
- Handle case notes, maintaining client case files, and electronically filing performance reports, account forms and other items
- Ensuring insurance, NMIS and NMWMC compliance requirements are implemented and followed
- Aid with the firm’s marketing efforts
Proposal, Analysis and Case Preparation:
- Gathering information for meetings with clients/prospects
- Preparing advisory annual review information and reports
- Preparing and modifying financial plans and investment/advisory proposals
- Modeling existing client accounts and prospective client opportunities in Morningstar & yCharts
- Running performance reports in Envestnet, Morningstar and NMCIR
REQUIRED QUALIFICATIONS
- Working on Bachelor’s Degree in Finance/Wealth Management/Financial Planning
- Customer service experience
- Proficient in Microsoft Office applications – Outlook, Word, Excel
- Committed to professional development with plans to enter the personal financial planning field
IDEAL CHARACTERISTICS
- Strong attention to detail, accuracy, and reliability
- Preference for working independently, with strong sense of ownership and follow-through
- High degree of helpfulness and willing to serve as a resource
- Strong analytical, problem solving, and communication skills (written and verbal)
- Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
- Strong sense of professionalism and discretion required
- Ability to manage multiple diverse projects and shifting priorities and meet deadlines
- Ability to embrace change and work in a fast-paced environment.
- Able to work both independently and on a team
- Demonstrated high level of confidentiality and professionalism
ADDITIONAL DETAILS
- Employment Structure: Part Time
- Location: 3717 West North B St, Tampa, FL 33609
- https://www.continuumwealthpartners.com/