Financial Planning Intern

Position Description:

If you have the heart of a social worker, and the mind of a capitalist. G4 Wealth, may be the position for you. We are laser focused on building our clients wealth through education and accountability so they can live their best life. 

This position is  the initial step in your career path in being one of the best advisors in the business. This position is designed to provide you hands on learning to work directly with clients and advisors alike.  Helping conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as a teammate within in our office sitting in on client meetings, assist with daily business operations, and feel as part of the team.

Our goal is to teach you the G4 Wealth way of making a difference. Through Goals, Growth, Guidance, and Generations providing you the hands on skills to make a lasting impact in peoples lives. Most importantly, this internship is a step towards your growth into an amazing career. At G4, we have a proven path of moving from college to full advisor within an outstanding team that will help you change generations of lives. 

This role provides client relationship and general practice management support through gathering client data, helping prepare other client deliverables and touch points such as events, organizing client files, setting up new business and performing other business management tasks as needed.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

This role is for an amazing person and based on the continued growth of our practice may result in smiles, clients appreciation, and pathway into an amazing life changing career. 

Position Functions:

• Schedule client appointments and prepare agendas and forms for appointments

• Sit in on client meetings

• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

• Conduct client appointment reminder calls and check-in calls on follow up items

• Prepare correspondence for advisor signature

• Copy and follow-up with home office on related issues

• Assist the paraplanner(s), associate financial advisor(s) and advisor(s)

• Perform other allowable duties as assigned by the financial advisor(s)

• Set up clients on the Secure Site, enroll in Total View, conduct meetings to educate clients about features of the tool.

• Set up and maintain client management system

• Document client contact/calls

Key Traits of a Successful Intern

• Direct attention to detail and organization

• Effective communication with clients and other advisors/staff

• Effective and efficient time management

• Polite and clear phone manner

• Ability to multi-task

• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial

• Ability to support and provide guidance for compliance within the advisor’s practice

• Positive attitude and sincere willingness to constantly learn and grow

• Entrepreneurship mindset

Education and Other Designations:

• High school degree or higher

• Enrolled college student (Preferably Junior or Senior status)