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Intern/Aspiring Financial Planner

Peak Retirement Planning, Inc.
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We are seeking an intern with a strong interest in financial planning and a growth mindset. You will gain hands-on experience in financial planning while having a one-on-one mentorship with experienced financial advisors. Our internships offer flexible timelines that accommodate both academic and personal schedules.

 

*No Experience Preferred* 

 

Minimum Requirements:

  • A+ Player 
  • Internal need to succeed 
  • Excited about our mission, impact, and fast-growing firm 
  • Strong people skills and the ability to connect with prospects/clients 
  • Serious about the career of Financial Planning
  • Ability to prioritize projects and manage time with strong follow-through
  • Good-natured, positive attitude
  • Strong organizational skills, being detail-oriented, proactive, and resourceful
  • Reliable with exceptional work ethic
  • Interest in obtaining the CFP® and CKA® Credential

 

Main Responsibilities:

  • Preparation of Financial Plans, Tax Reports, and presentations for client meetings
  • Sit in on client meetings
  • Assisting advisors, as needed, on miscellaneous tasks
  • Fulfill routine client service requests
  • Receive training to become a financial planner