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Novi Wealth

Financial Planning Internship 2020

– Princeton, New Jersey
Employment Type Summer Internship

Financial Planning Internship

Novi Wealth Partners, LLC

512 Executive Drive, Princeton, NJ  08540

Application Deadline:  February 28, 2020

Position:  Paid, Summer (dates TBD)

 About US

Novi Wealth Partners was founded in 1998 as a fee-only comprehensive financial planning firm.  As trusted advisors, we compassionately and thoughtfully direct our clients in making sound financial decisions.  We hold ourselves to a fiduciary standard for the advice we provide to our clients.  This means we always act in our client’s best interest. 

 Description

Novi Wealth Partners is seeking a Financial Planning intern for the summer (exact dates TBD).  The chosen intern will work closely with Certified Financial Planners and have the opportunity to learn the inner workings of the financial planning industry.  Applicants should have a passion for financial planning.  This is not an investment research position.  The intern will work as a member of our team and assist with various day to day operations of the firm.  There will be an emphasis on financial planning, improving client experience, customer service, data entry, and business development.

 

Duties will include, but are not limited to:

  • Updating/Producing Investment Policy Statements
  • Scanning/Entering data into Customer Relationship Management system
  • Generate Financial Plan simulations using Money Guide Pro
  • Trade reconciliations, security classification maintenance
  • Required Minimum Distribution (RMD) analysis

 

 

Qualifications 

  • Financial Planning major with completed coursework; rising senior preferred
  • A strong desire to pursue financial planning as a career
  • A genuine concern for the welfare of others
  • The ability to work independently
  • Working knowledge of Microsoft Office Suite
  • Enthusiasm and the desire to learn

 

 

 

 

 

 

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  • Location
    Princeton, New Jersey
  • Employment Type
    Summer Internship
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