Financial Planning Analyst

Unlock Your Future in Finance! Ready to launch your career in Finance? The Financial Futures Internship Program offers a unique opportunity to gain hands-on experience in the financial planning industry while being guided by a team of dynamic professionals. As an intern, you'll gain: • Personalized mentorship on resume building, cover letters, and interview prep. • Coaching on networking and succeeding in a hybrid work environment. • Skill development workshops to enhance your professional competencies. • Financial literacy training on topics like credit scores, budgeting, and understanding key financial documents. You'll work closely with the Financial Planning Manager, Associate Director, and Director to deliver comprehensive financial plans to clients. This immersive experience will allow you to learn from a team that thrives on integrity, entrepreneurship, excellence, and a sense of community. Program Details: • Location: Salt Lake City, UT • Start Dates: May 19th or June 9th • Duration: 16 weeks • Commitment: Up to 20 hours per week • Application Deadline: March 23rd What You'll Do: • Collaborate on financial plans for clients with assets ranging from $500K to $2MM. • Coordinate the financial planning process, including gathering data, preparing plans, and presenting them to clients. • Assist clients with setting up PFW and support advisors with action plan implementation. • Conduct financial analysis, tax planning, social security optimization, and insurance planning. • Perform research and provide recommendations to optimize financial strategies.

Qualifications

What You Need to Be Eligible: • Complete the application on EP’s career page by March 23rd. • Must be entering your Junior or Senior year in college/university. • Pursuing a degree in Finance. • Attach a reference letter. • Provide a response to our DEIB prompt. Please note: Only fully completed applications will be considered. EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. Apply Job!