Financial Planning Intern Resume Samples

A Financial Planning Intern supports the Financial Advisor in the fields of wealth management and investment research. A well-drafted Financial Planning Intern Resume indicates the following duties – creating and preparing presentation materials for meetings with clients; maintaining client and investment data; creating investment proposals for new clients; reviewing and updating client information for the financial planning process, supporting in business development initiatives; and assisting with financial plans and projections.

The most sought-after skills for the post include the following – the ability to multitask; strong sense of responsibility with a positive attitude; high energy level; strong sense of urgency; effective team player, high level of integrity; and an impressive test scores. Most of these interns are pursuing their studies and career in the field of Wealth Management or Financial Planning.

 

Financial Planning Intern Resume example

Financial Planning Intern Resume

Objective : Highly motivated former law enforcement/military professional with financial industry experience and a proven track record of career excellence. To established and maintained strong customer service and client relationships.

Skills : Microsoft Word, PowerPoint, Excel, and Access, Familiarity with SPSS.

Description :

    1. Assisted the lobby manager for customer service, including coordinating customers and promoting financial products to potential customers.
    2. Verified the supporting documents of receipts, payments, purchases, revenues, expenses, and reconciliation statements.
    3. Prepared manual invoices and journal entries.
    4. Assisted manager in the examination and analysis of accounting records.
    5. Researched companies and created documents for the owner to review for potential investments.
    6. Organized client data, cleaned up old client files, and obtained quarterly reports.
    7. Provided portfolio accounting, research, and analysis assistance to a managing CFP practitioner.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA in Finance


Financial Planning Intern Resume

Objective : Seeking to obtain a position with an organization that allows stretching the leadership, and business skills to further the performance of the organization.

Skills : Financial Services, Communication Skills, Salesforce.

Description :

    1. Provided support for an independent securities broker-dealer, focusing on the retirement accounts of clients.
    2. Updated financial records, retirement plans, and supplementary files for existing clients under the Plan Builder financial software.
    3. Attended meetings with clients in reviewing their current and future retirement plans.
    4. Created brochures through the publisher.
    5. Assisted with the filing of all clients' documents, records, and financial reports.
    6. Created various reports vital to team productivity.
    7. Presented findings on cost-savings and operational efficiency to the Director of Financial Planning and Decision Support.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BBA in Administration


Financial Planning Intern Resume

Summary : Seeking a full-time financial planning position that will allow using a strong work ethic and experiences in customer service to help the firm build stronger client relationships.

Skills : Microsoft, Customer Service, Customer Relations.

Description :

    1. Prepared financial planning materials for the client advisory meetings.
    2. Provided office support by organizing client information, copying and scanning documents, and completing data input.
    3. Communicated with clients to ensure financial information was updated and electronic payments were processed.
    4. Assisted with the advisor's official profile and marketing campaigns.
    5. Trained new hires on how to effectively complete their duties.
    6. Developed a network of prospects and clients ranging from engineers, chemists, and business owners.
    7. Conducted meetings with clients to discuss their long and short-term financial situations and offer advice about their needs.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BBA in Administration

Financial Planning Intern Resume

Objective : Results-oriented professional with over 3+ years of experience in the Finance Industry. Graduate of Financial Leadership Development Program. Interacts daily with diverse units & departments on all levels.

Skills : VBA, Excel, Contracts Management, Financial Management, Compliance & Audit, Project Leadership

Description :

    1. Responsible for weekly money market reports and proxy voting, updated data for the client's balance sheet.
    2. Prepared account application documents, attended client meetings of the different financial planning phase.
    3. Verified clients' IRA (Individual Retirement Account) annual contribution and other related transactions.
    4. Researched and analyzed data for projects from different financial planning teams.
    5. Evaluated tax returns to ensure proper recognition of portfolio income and tax-advantaged distributions.
    6. Conducted financial planning and portfolio analysis in eMoney and MoneyGuidePro.
    7. Prepared for client meetings by reviewing the latest financial statements and most current meeting notes regarding concerns or questions based around their financials.
    8. Participated in marketing, retirement, investment, and financial life planning committee calls.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Finance

Financial Planning Intern Resume

Objective : A strong problem solver, who pays great attention to detail and works well in a fast-paced environment. Able to meet tight deadlines in a fast-paced environment.

Skills : MS Office, Interpersonal Skills, Budget Management, Risk Assessment.

Description :

    1. Developed professional skills and customer relations.
    2. Contributed to a range of planning, client service, marketing, database development/management, operations, and IT functions.
    3. Boosted client satisfaction and corporate image by strengthening existing client relationships and supporting successful client base expansions.
    4. Developed/deployed sales techniques and customer interaction skills by joining licensed financial planners and participating in key client meetings.
    5. Assembled data for more than seventy clients into organized, prescriptive financial advising plans, including projection calculations of pension.
    6. Assisted in the creation and refinement of financial models for high net worth clients.
    7. Attended client meetings to observe how various financial concepts are presented.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Statistics

Financial Planning Intern Resume

Objective : A financial leader with 3-years of experience with small and large-cap companies with expertise in financial reporting process improvements, financial support for business units, executive report construction, financial systems, and performance metrics reporting.

Skills : Hyperion, HFM, MS Access, MS Excel, MS PowerPoint, SQL, and Oracle.

Description :

    1. Organized client files and managed client portfolio balances through excel spreadsheets.
    2. Helped transition the company from a paper system.
    3. Used an array of technologies to build personal financial profiles, long-range financial plans, cash flows, and estate flowcharts for high net worth.
    4. Helped to implement the new client-facing portal for the firm.
    5. Participated in planner-client meetings, Investment management meetings.
    6. Organized and analyzed client data, handled non-advisory client service.
    7. Assisted in various projects with the advisory team.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MFM in Finance

Financial Planning Intern Resume

Summary : Seeking to obtain an internship where one can use technical skillset, marketing education, and passion for financial planning to assist the advisor in all aspects of the business.

Skills : Microsoft Office, Visual Basic, Matlab, Mathematical Labview, Excel.

Description :

    1. Completed comprehensive financial plans from start to finish in the company.
    2. Gathered & input client data for analysis & development of the company.
    3. Shadowed the lead financial planner to become more familiar with the business.
    4. Completed all ad hoc marketing projects assigned.
    5. Filed essential client documents, completed ongoing projects, and notetaker for conference calls.
    6. Created databases for new client information. 
    7. Serviced insurance and investment products for high-net-worth clients.
    Years of Experience
    Experience
    7-10 Years
    Experience Level
    Level
    Management
    Education
    Education
    BFM in Finance

    Financial Planning Intern Resume

    Summary : Seeking to obtain a position with an organization that allows stretching the leadership, and business skills to further the performance of the organization.

    Skills : MS Office Suite, Contract Management, Risk Management, Communication Skills.

    Description :

      1. Created portfolio and investment vehicle recommendations for hypothetical clients in mock cases.
      2. Researched stocks, bonds, mutual funds, and insurance products and reported findings to financial advisors to facilitate client portfolio rebalancing.
      3. Collaborated with team members to recommend financial solutions for clients.
      4. Assisted the Finance Department in dealing with accounts receivable and accounts payable, such as billing invoices, checking invoices, and preparing payments.
      5. Cooperated with the accounting manager in preparing Tax Exemption for federal and government officers and materials for audits.
      6. Helped the Sales Department with the sales contract and inventory management. 
      7. Created and presented policy illustrations of financial products to help clients achieve the goals.
    Years of Experience
    Experience
    7-10 Years
    Experience Level
    Level
    Management
    Education
    Education
    Associate in Finance

    Financial Planning Intern Resume

    Summary : Seeking a full-time financial planning position that will allow using a strong work ethic and experiences in customer service to help the firm build stronger client relationships.

    Skills : Problem Solving, Database Management, Data Entry.

    Description :

      1. Generated portfolio performance reports with portfolio allocation and comparative benchmark analysis using.
      2. Researched and classified qualified and non-qualified investments and design financial planning road maps to assist financial planners to develop plans for clients.
      3. Wrote client letters and meeting agendas for financial planners to use in client correspondence.
      4. Analyzed portfolios for a rebalancing of asset allocations, underperforming assets, and cash balances. 
      5. Worked in conjunction with Accounts Receivable and Accounts Payable.
      6. Audited licensing contracts and created an easy-to-read summary.
      7. Performed countless V-lookups in multiple projects.
    Years of Experience
    Experience
    7-10 Years
    Experience Level
    Level
    Management
    Education
    Education
    Diploma in Accounts

    Financial Planning Intern Resume

    Summary : Seeking a position where one can utilize experience as a Financial Planning Intern. A motivated and dependable professional in achieving goals; readily inspire trust and confidence from staff and clients with an honest and personable approach.

    Skills : Auditing, Accounts Receivable, Project Management, Interpersonal Skills.

    Description :

      1. Managed yearly budgets, and exposed to unallowable cost principles.
      2. Issued invoices and collect payments from students and partnering organizations
      3. Prepared financial statements and credentials to be audited
      4. Allocated resources in order to provide maximum efficiency
      5. Created a pricing forecast model in Excel for patient connectivity technology.
      6. Provided metrics to customers after analyzing financial statements.
      7. Created a Utilization Report to determine the effective use of all consultants.
    Years of Experience
    Experience
    10+ Years
    Experience Level
    Level
    Senior
    Education
    Education
    Certification in Tax