Job Description
Job Description
Financial Planning Intern
Ph Financial Advisors | www.phfinancialadvisors.com
About Ph Financial Advisors
Ph Financial Advisors is a boutique financial services firm on a mission to help people reach and maintain a healthy retirement. We provide personalized financial planning and wealth management solutions, with a focus on building long-term relationships and guiding clients through every stage of their financial journey. As a small but growing practice, we value detail-oriented, motivated individuals who want to make a difference and grow with us.
Position Overview
We are seeking a Financial Planning Intern who is eager to gain hands-on experience in financial services while supporting the daily operations of our practice. This internship is designed as a pathway to a full-time Financial Planner role and, ultimately, an opportunity to take on greater responsibility for the firm. This position is ideal for someone who thrives in a collaborative, client-focused environment and is looking for a career with purpose, growth, and the ability to make a lasting impact.
Responsibilities
· Support the daily operations of the practice, including answering phones, managing email communications, and scheduling client appointments.
· Assist with case management, follow-ups, and preparation of financial planning materials.
· Maintain and update the Client Relationship Management (CRM) system.
· Participate in client servicing, helping prepare documents, reports, and casework.
· Shadow the owner during client meetings and gradually take on client-facing responsibilities.
· Learn and apply financial planning concepts in accumulation, retirement, and estate planning.
· Assist with investment proposals, insurance casework, and other plan-related deliverables.
· Contribute to marketing, communications, and practice growth initiatives as needed.
Qualifications
· Current junior, senior, or graduate student pursuing a degree in Finance, Economics, Accounting, Business Administration, or related field.
· Strong attention to detail, organizational skills, and adaptability in a fast-paced environment.
· Excellent communication and relationship-building abilities.
· A proactive, problem-solving mindset with a desire to learn and grow.
· Local to the area and available for 16–20 hours per week during the academic year (more in summer).
· Interest in pursuing professional designations such as the CFP® after graduation.
Compensation & Benefits
· Hourly Pay: $17 – $23 per hour, based on experience.
· Professional development and mentorship directly with the firm owner.
· Exposure to all aspects of financial planning and practice management.
· A clear path to full-time employment and future succession opportunities within the fir