Financial Planning Analyst Intern

RTD Financial Advisors, Inc., is offering a paid Financial Planning Analyst internship in our Philadelphia office. The internship will be for a 10–12-week period. RTD is a distinguished, nationally recognized, fee-only financial life planning firm. RTD was named as one Philadelphia’s Best Places to Work, recognized in the Financial Times’ Top 300 Registered Investment Advisors and CNBC’s Top 100 Financial Advisory Firms.

During your internship you will have the opportunity to work with several financial planners and other members of the firm. This is a unique opportunity to learn from and be a part of a progressive financial planning firm. Each week of the internship will focus on a specific area of Financial Planning, providing interns with structured, in-depth exposure to key topics such as budgeting, investment planning, retirement strategies, tax planning, insurance, and estate planning. At the end of the program, interns will apply what they've learned by working on a comprehensive case study, culminating in the presentation of a full financial plan. This capstone project offers interns the opportunity to receive personalized feedback and insights from experienced Financial Advisors.

If you are working toward a degree in financial planning and/or a CFP® designation, and your career goal is to become a financial planner, we are interested in you. While having completed courses in financial planning is definitely a plus, the most important attribute is a strong desire to be an outstanding financial planner.

Candidates that fit our firm’s culture prefer working on a team, believe in comprehensive financial planning with a focus on life planning, and have a commitment to the highest levels of ethics and client service. The position entails experiencing many different aspects of financial planning and having fun doing so.

Key Qualifications:

• Working toward a degree in Financial Planning or a related field and/or the CFP® certification
• Committed to the financial planning process
• Strong verbal and written communication skills
• Self-starter, problem solver and goal-oriented team player with ‘no job is beneath me’ attitude
• Organized, with a strong attention to detail
• Exudes professionalism and respect
• Demonstrate curiosity and confidence when interacting with financial planners
• Experience working with eMoney, Holistiplan, Junxure, and PortfolioCenter is a plus

Duties and Responsibilities:

• Participate as an active member of the firm, embracing RTD’s Financial Life Planning process
• Assist in preparation for client meetings
• Draft follow up letters, create emails and input actions from meetings into CRM software
• Participate in financial plan implementation
• Attend client meetings and 401k enrollment meetings, as the opportunities arise
• Prepare reports and analysis based on client service requests
• Interpret and input summarized tax information for each client into CRM software
• Assist in summarizing estate planning documents
• Attend RTD’s Financial Planning, Investment, and Retirement Committee meetings
• Assist various committees with specific projects
• Perform other duties as assigned

Apply:

• Applications must contain a cover letter and resume and should be submitted as one file in PDF
• Interns are paid at a rate of $25.00 per hour. This is a non-exempt position and is eligible for overtime pay in accordance with applicable federal and state law.