This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

This internship provides an exceptional opportunity for students to gain practical experience in financial planning and analysis. The intern will work closely with our corporate Financial Planners to create customized financial plans. Key takeaways from this role include:

• Developing a comprehensive understanding of financial planning processes
• Enhancing quantitative and analytical skills
• Gaining hands-on experience with financial software and tools

This position is ideal for students aspiring to build a career in financial planning. This is a remote internship opportunity.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $21 per hour.

Primary Job Functions

• Support the Financial Planner with the creation of customized financial plans
• Organize client’s financial documentation and information as necessary
• Provide an accurate summary of clients’ personal information, current financial position, and asset allocation
• Review and summarize basic insurance details
• Review and summarize basic estate plan details
• Review and summarize key tax returns details
• Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools
• Record notes in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary
• Assist with the completion of the financial plan document
• Support Advanced Planning with the creation and/or maintenance of Advisor and Client resources
• Capture resource requirements and details as identified by Advanced Planning Team/Specialist
• Research and identify necessary data for inclusion in identified resource
• Format appropriately for review by Advanced Planning Team/Specialist
• Support Advanced Planning with team/company initiatives and projects as identified and assigned
• Participate in a collaborative Team environment
• Provide timely responses to questions
• Contribute positively to problem-solving

Qualifications

• Must be actively enrolled in a college or university degree program to be eligible for an internship
• Preferably pursuing bachelor’s degree in finance, economics, or related field
• Preferred candidates are rising juniors who are currently pursuing, or plan to pursue, the CFP designation
• Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
• Detail oriented, highly organized and adaptable
• Proficient with Microsoft Office Suite or related software

Requirements

• WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market
• The entire salary grade for those who are classified as the Intern level is $38,700.00 to $54,200.00
• However, the base salary range bolded above is what we expect to pay as a starting range for this position

Benefits

• Training and professional development
• Wellness programs and resources
• Worker's compensation – employer paid