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Financial Planning Intern: Houston, TX


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Company

Ronald Blue &

Description

This position is located in the Houston, TX branch office which is located at:952 Echo Lane, Suite 190, Houston, TX 77024The Intern position is designed for students in their junior or senior year in an undergraduate program or master's program who desire to gain supervised practical experience in their field of study.Principal Accountabilities: Evaluating process efficiencies and offering suggestions to make interactions easier for the client. Providing general administrative support to the financial planning team Assisting in the development of presentations to clients and potential clients Contacting associated advisors (CPA, attorney, TPA, etc.) and/or client-related entities (insurance companies, plan sponsors, etc.) to gather information. Observing operational and business meetings and client interactions with various team members. Working on administrative tasks and projects as assigned. Training in company's financial planning software and systems. Performing related calculations and analysis, when requested. Actively working to increase knowledge of biblical financial principles and scripture memory verses to understand the Ronald Blue Trust approach to serving clients.Qualifications A strong interest in personal financial planning and wealth management Basic knowledge of investment concepts (stocks, bonds, mutual funds, etc.) Strong communication skills, both verbal and written Aptitude and passion for learning new things quickly with a strong work ethic Strong proficiency in Microsoft Office, including Word, Excel and PowerPoint Proven technical, analytical, and problem-solving skills Ability to handle confidential information with professionalism and maturity Desire to serve others with excellence Capability to excel in a team environment Good organizational skills, systems acumen and attention to detail Ability to prioritize and complete multiple time-sensitive tasks Proactive planning and responsiveness to urgent need Demonstrated maturity in interpersonal interactions as well as flexibility and adaptability to changing needsEducation, Experience & Skills: Strong academic performance and at least one semester remaining in undergraduate or graduate program after completion of internship Actively enrolled students in their junior or senior year in an undergraduate or master's program are preferred Local candidates are preferredCertifications, Licenses and Registrations:
Associated topics: broker dealer, buy, capital, dow jones, financial, ira, invest, purchase, s p, trader
Posted Date
01/30/2021

Listing ID
76171657
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