Job Description

Summary:

The Financial Planning Intern assists the members of the Wealth Strategy team by aiding in the financial planning process, providing administrative support, and demonstrating excellent project management skills.

In this role, the intern will participate in financial planning analysis, including:

understanding the financial planning process, creating wealth assessments and plans utilizing financial planning software, and developing recommendations and solutions for clients. The intern will gain hands-on experience with clients by participating in client meetings with financial planners, as well as work on case studies for the purpose of creating comprehensive financial plans to be presented to the team. Throughout the internship, various financial planning concepts will be discussed for further education such as estate planning, insurance planning, business planning, and tax planning.
Primary Responsibilities:

• Work with team members to understand client and prospect goals/objectives
• Observe team members in the data gathering process for plan creation
• Observe and interact with team members in analyzing client scenarios and developing recommendations
• Facilitating team members in the creation preliminary wealth assessments and private wealth plans within eMoney
• Help team members prepare for client reviews
• Research and assist in financial planning key initiatives i.e. procedures, KPIs, review and update collateral material, etc.
• End-of-Summer assessment with wealth planning team and presentation to broader Calamos Wealth Management

Preferred Qualifications:

• Demonstrated interest within wealth management and financial planning is preferred
• Currently enrolled in a Bachelor's degree or MBA program with a minimum 3.0 GPA preferred

• Independent and original thinker with strong attention to detail
• Strong level of personal integrity, with an entrepreneurial spirit
• Intermediate knowledge of Microsoft Office applications - Excel, PowerPoint and Word, etc.

Job Tags

Summer work, Internship,

Similar Jobs