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Financial Planner Internship

Employer
The Piedmont Group
Location
Dunwoody, Georgia, United States
Closing date
May 16, 2024

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Job Role
Finance Intern
Sector
Finance
Contract Type
Internship
Hours
Full Time
This work study, provides a hands-on learning experience and builds the foundation to become a full-time Financial Planner.

This role is designed to give as much exposure, as possible, to the financial industry and the inner workings of a financial advisory firm. An intern can expect tasks, duties, and responsibilities to vary greatly from work involving creating, organizing, and implementing compliant approved financial plans to helping support the firm's ongoing operation through administrative activities, face to face client interactions, and field studies. All work studies include both hands on and classroom type education systems.

Our team is important to us and we choose to celebrate accordingly. Team perks include an end of quarter outings (such as go-karting, paintball, lake days and other team building activities), Founder's Day events and an end of year trip, for those who qualify. Along with this being a paid work study, we will cover the costs for licensing including, full insurance, and investment licensing, as well as CFP.

Compensation:

$12 - $15 hourly

Responsibilities:

As a Financial Planner, you will learn how to assess clients' needs as well as design strategies to set them on a path to greater financial security.
Supported by agency professionals, you'll be part of a team who will guide you as you develop and sharpen your skills.

Qualifications:

Proficiency in MS Office applications
Excellent typing proficiency

About Company

The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to help our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values: growth, family, teamwork, and happiness.

We Offer Our Advisors:

Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)
We are a non-captive firm
Performance-based bonus structure
International Travel Opportunities
Opportunity to own and operate your own firm (DBA)

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