You are viewing a preview of this job. Log in or register to view more details about this job.

Financial Planning Intern

Greenspring Advisors
Email

A career in financial services can be incredibly rewarding – and Greenspring knows that if you’re seeking a career in finance, getting hands-on experience before you graduate is paramount. Seeking an internship with an established, reputable firm to earn real-world experience and help you determine your path is an important piece of the puzzle.

 

We have developed a comprehensive internship program that completely dismisses the preconceived notion of an internship consisting of pushing papers and fetching coffee. We believe that it’s imperative to pass along our knowledge to the next generation of financial professionals. Our 12-week rotational program allows the opportunity for rising seniors to learn about the industry first-hand through training exercises and assisting our team with real-life scenarios.

 

  • Throughout the internship experience, you’ll be embedded in our various departments: Retirement Plan Consulting, Financial Planning Team, Private Wealth Team, and Investment Operations.
  • See, Do, Teach: Receive hands-on experience and coaching to learn our processes, have opportunities to practice and improve, then teach back and present on what you’ve learned.
  • Executive Presence and Business Acumen: Understand appropriate business communications, virtual meeting etiquette, and executive presence. Attend our Interview and Resume Workshop to revise your resume and prep for future interviews and learn how to effectively use LinkedIn. Greenspring will provide you with an updated headshot for your LinkedIn profile.
  • Meet monthly with the Internship supervisor to set and check in on goals and meet bi-monthly with your Greenspring mentor.
  • The Power of the Brand: Periodically meet with our marketing team to understand the power and impact of branding, communication strategies, and growth channels.

 

Responsibilities

  • Collect, organize, and review data gathered from clients for estate, retirement, tax, education and insurance planning.
  • Work with your intern cohort to collaborate and create your Capstone Project presentation.
  • Prioritize, batch, and enter a high volume of data into software tools with precision and accuracy.
  • Produce and create financial planning reports for Lead and Senior Advisors to present to clients.
  • Complete research projects on various topics in the financial planning industry
  • General administrative support

 

Education

  • Rising college senior, majoring in Financial Planning, Finance, and/or Accounting 
  • GPA 3.0 or higher

 

Skills and Knowledge

  • Always focused on client needs and customer service 
  • Excellent oral and written communication skills
  • Detail-oriented and methodical
  • Follows up and follows through
  • A team player with good interpersonal skills and the ability to work collaboratively across departments 
  • Skilled in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. 

 

Requirements/Additional Information

  • The internship is full-time, Monday-Friday, 8:30am-5:00pm for approximately 12 weeks; $20 per hour
  • We do not offer a summer housing stipend, and the position is on-site; candidates should be located within commuting distance of Towson, Maryland, or willing to relocate independently.
  • Must be eligible to work in the U.S.
  • Due to the sensitivity of all client information, any employment offers are contingent on the successful outcome of a background check. Selected candidates will also be required to sign a confidentiality agreement prior to their first day.

 

How to apply: send your resume to careers@greenspringadvisors.com