Serving you is our pleasure

Role Overview

As a paid intern, you will work directly with our advisor team and gain hands-on knowledge and exposure to a variety of areas. Interns will engage in industry software training, mentorship and networking opportunities, client interactions, financial plan preparation, and retirement solutions. This program immerses college students in the financial services industry and our unique culture. It is designed to give you the opportunity to take what you are learning in the classroom and apply it to a professional work setting.

This position is designed for students entering their junior or senior year of an undergraduate program or enrolled in a master's program who desire to gain supervised practical experience in financial planning. If you love building relationships, managing a diversity of tasks, have strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you!

Responsibilities

• Actively collaborate with other team members to solve issues and accomplish goals that enhance the client experience
• Assist in the development of presentations and reports as assigned 
• Sit in on business and client meetings
• Assist in the preparation of customized comprehensive financial plans and portfolios for clients
• Work closely with team members to manage aspects of our client relationships and daily operations 
• Assist with organizing and tracking new business activities
• Assist with training others in this role as the firm continues to grow
• Other duties as assigned

Qualifications

• Ability to provide exceptional, proactive client service. 
• Service-minded, both in service to our clients and to the rest of our team.
• Demonstrates organizational skills and strategic initiative towards implementing new process improvements.
• Fun to work with and enjoyable to be around.
• Takes on challenges that are put in front of them with a positive mentality 
• Aptitude and passion for learning new things quickly with a strong work ethic
• Strong verbal and written communication skills
• Demonstrated ability to manage multiple tasks at once
• Tech Savvy. Comfortable working with Microsoft Word, Excel, PowerPoint, and Google Suite. 
• Proven technical, analytical, and problem-solving skills
• Proactive planning and responsiveness to urgent needs
• Demonstrated maturity in interpersonal interactions as well as flexibility and adaptability to changing needs
• Experience operating in a paperless environment is a plus.
• Knowledge and experience with Chick-fil-A culture are a plus.
• Must be currently enrolled in a university bachelor’s or master’s degree program
• Knowledge and experience with Chick-fil-A culture is a plus.

Location

Wherever you want as long as there is wi-fi availability/access. We use technology (Slack, Zoom, screen-sharing, etc.) that allows us to operate as a team regardless of location.

Culture

Culture is one of our biggest assets and we strive daily to nurture and protect it. You must embody our core values: Trust, Generosity, Better Together, Quality, and Growth. We refer to these core values in every part of the business including our hiring process, our onboarding of new team members, our performance review process, our incentive programs, and - when necessary - our separation process. Our firm is small, friendly, and informal; we value collaboration and open and honest communication. We hold ourselves to very high standards: we expect excellence from ourselves and each other. We are looking for others who value these same principles.

Application Method

We would like to have you submit a 2-minute video introducing yourself and why you think you would be a good fit at Pandowealth. The link can be submitted to talent@pandowealth.com along with your cover letter and resume.