Financial Planning Intern

Job Description

Financial Planning Intern | EP Wealth Advisors, LLC

The Tone:
This is an internship at EP Wealth Advisors, LLC, located in San Diego, CA (In-person). EP Wealth Advisors is a premier wealth management advisory firm, managing over $42.2 billion and primarily serving high net worth individuals. This role offers a hands-on journey within the financial planning industry, providing comprehensive mentorship, career development, and practical exposure to various financial topics. The internship is designed to empower associates to learn, grow, and enhance their skills, preparing them for the next steps in their professional journey.

The TL;DR
• Role: Internship
• Location: San Diego, CA (In-person)
• Team: Collaborates with the Financial Planning Manager, Associate Director, and Director, as well as an intern group.
• Mission: To contribute to the development and delivery of sophisticated financial plans for clients, while fostering client financial literacy and supporting intern career growth.
• Tech Stack: Zoom, Salesforce, MyComplianceOffice, Microsoft Teams/Office Suite, eMoney, Monday.com, Egnyte.

What You’ll Actually Do
• Client Financial Plan Development: Contribute to developing straightforward financial plans for clients with assets under management ranging from $1MM to $2MM.
• Financial Planning Process Management: Manage the EP Financial Planning process by reviewing client data, accurately inputting financial plans, and creating comprehensive assumptions/agenda pages.
• Scenario Generation & Reporting: Assist in generating various financial scenarios, conducting thorough internal reviews, preparing detailed action plans, and uploading documents to the client vault.
• Research Project & Analysis: Conduct in-depth analysis of financial trends and forecasts, perform ongoing research, and present a substantial research project to the team.
• Client Website Support: Provide support to clients in setting up and maintaining their Personal Financial Websites, including troubleshooting any connection issues.

The Must-Haves
• Background: Near completion of a Bachelor’s degree, with a genuine interest in financial planning and wealth management.
• Experience: Currently enrolled in a BA/BS program; preference will be given to rising juniors and seniors.
• Skills: Exceptional written and verbal communication skills, strong client-service orientation and interpersonal skills, ability to maintain strict confidentiality, high accuracy and meticulous attention to detail, and proven ability to manage multiple responsibilities and meet deadlines.
• Bonus: Demonstrated interest in pursuing the Certified Financial Planner (CFP) designation, ideally evidenced by relevant coursework.