AssetMark

Financial Planning Intern

AssetMark(18 days ago)

Charlotte, NCOnsiteFull TimeJunior$34,000 - $34,000Financial Planning
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About this role

The Financial Planning Summer Intern role provides students interested in financial planning, wealth management, or accounting with practical experience in financial analysis, research, and plan preparation. The internship exposes candidates to financial planning tools and concepts, supporting a team of professional financial planners.

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Required Skills

  • Excel
  • Word
  • PowerPoint
  • Financial Planning
  • Tax Concepts
  • Research
  • Analysis
  • Organizational Skills
  • Communication
  • Financial Software
AssetMark

About AssetMark

assetmark.com

We empower financial advisors to create meaningful impact in the lives of their clients.

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