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.

Role Overview

You will be the liaison between our vendors and business partners and our service team. This role is generally inward facing with limited direct client interaction. You will be expected to gain knowledge, practical experience and skills in handling all aspects of the firm’s services. 

You are part of a service team, which includes Client Service Associates, Service Advisors, and Lead Advisors. You are responsible for working alongside our Service Advisors and Lead Advisors to construct detailed, effective financial and investment plans in a timely manner by using our firm’s chosen software applications. You must be able to design and discuss with the team thoughtful and appropriate financial planning advice for each client. You and the advisors will work together to decide on the most appropriate planning solutions for each client. The goal is for the Associate Advisor to begin to be responsible for relationships by communicating with or responding to client needs without a Service Advisor present. You will also serve as the primary communicator to the Client Service Associates that are part of your service team. You assist with managing all planning and administrative tasks that need to be completed for each client. Your goal is to excel in a supportive role that creates “raving fan” clients who refer others to our firm.

Responsibilities and Duties

• Create proposed investment portfolios
• Prepare material & content for monthly maintenance calendar deliverables
• Work alongside the Lead Advisor, Service Advisor and Client Service Associate(s), as appropriate to execute client deliverables 
• Assist with organizing securities trades
• Prepare initial plan deliverables and recommendations 
• Be proficient with using our Cloud-based CRM
• Be proficient with using financial planning software
• Be proficient with using portfolio management software
• Be proficient with using document management software 
• Build relationships with key professionals
• Maintain current knowledge of all company, company’s affiliates, custodial, and industry policies, procedures, and regulations
• Complete continuing education as required and/or needed to fulfill duties
• Attend conferences, workshops and training as directed or agreed to 
• Assist in training new hires
• Ensure all business processes are moving forward
• Manage client connections within financial planning software to ensure all are connected and updating
• Create 401k proposal
• Generate annual generosity report
• Prepare information for personal planning and retirement plan proposals
• Prepare current year-to-date Deferral Review & Projections
• Participate in 401k year-end testing and true-up process
• Conduct 401k Participant Coaching Calls
• Conduct data entry for individual and business tax returns
• Rollover prior year tax returns and prepare projections for upcoming years and scenarios
• Acquire and develop skills and experience which lead to a Service Advisor position
• Any other duties and responsibilities that are typically associated with this position

Qualifications

• 1 - 3 years of recent, relevant experience is preferred.
• Proficiency with Google Suite, Microsoft Office, Salesforce, and DocuSign is desired.
• Exceptional organizational skills and strategic initiative towards implementing new process improvements.
• Ability to do what you say you will do, when you say you will do it. When you take ownership of a task or project, everyone else on the team should feel comfortable knowing that it is taken care of.
• Clear, accurate, and confident written and verbal communication.
• Ability to maintain a high level of confidentiality.
• Aptitude for and comfort with technology.
• Service-minded, both in service to our clients and to the rest of our team.
• Able to be empathetic and conduct fluid conversations with all different age groups and personality types.
• Fun to work with and enjoyable to be around.
• Experience operating in a paperless environment is a plus.
• 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.

Compensation

Our firm compensates team members competitively in order to attract and retain the best people. We use industry benchmarking surveys to measure the compensation range for a given role and strive to meet the industry average while utilizing incentive programs to take total compensation above average.

Benefits

• Flexible work schedule.  We work hard and trust that all team members will do the same, so we operate with a flexible work environment. That said, we expect that everyone will typically be available during working hours (8:30a - 5:00p in the time zone that you live), which is necessary for us to operate as a team and serve our clients.
• Unlimited vacation time for full-time employees. 
• Health Reimbursement Account (HRA) for full-time employees.
• 401(k) retirement plan participation + company match after 6 months of employment.
• Annual professional development allowance. 
• Education reimbursement opportunities. 
• Complimentary financial planning and investment management services.

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.