Financial Planning Intern

DMBA (Deseret Mutual Benefit Administrators) is a non-profit organization that administers benefits for companies who are owned or affiliated with The Church of Jesus Christ of Latter-day Saints.

Our Financial Planning Department is hiring a part time Financial Planning Intern.

Position

Description:

* Assist the Certified Financial Planners throughout the planning process from client engagement to financial plan implementation.

* Twenty hours per week for six months minimum, one year preferred.

* Schedule is flexible around school schedule.

Educational Requirements:

* Must be enrolled in an undergraduate financial planning degree program or related field.

* Juniors and seniors preferred.

Other Requirements:

* Passionate about financial planning with a sincere desire to help others.

* Able to work in a team environment, be proactive, and ask questions.

* Desire to continually learn, grow, and stretch.

* Critical thinking skills and the ability to apply information.

* Proven ability to meet deadlines.

* Familiar with financial planning concepts and vocabulary.

* Exposure to financial planning software and client relationship management software.

* Able to use a financial calculator.

* Excellent written and oral skills.

* Previous internship experience preferred, but not required.

Primary Responsibilities:

* Process client data and input into financial planning software.

* Speak with clients on the phone to provide service, clarify data, and schedule appointments.

* Interpret a financial analysis and develop strategies and recommendations.

* Attend staff and training meetings as a full member of the team.

Opportunity to:

* Observe client meetings.

* Meet with certified financial planners for mentoring and career counseling.