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Financial Planning Intern

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Position Title:           Financial Planning Intern
Reports to:                Financial Planning Supervisor
Department:             Retirement and Investment Services
FSLA Status:             Nonexempt

Summary

The Financial Planning Intern is responsible for assisting in the implementation and development of financial planning programs.  The Financial Planning Intern assists with member acquisition and onboarding activities, preparation of member reports, and collecting information from members.

An incumbent will be appointed to a Financial Planning Intern position on a temporary basis.  There is no paid time off or other benefits available due to the temporary nature of this assignment.  However, WEA Member Benefits (Member Benefits) can accommodate some flexibility in the incumbent’s weekly schedule as needed.  Successful performance may lead to a regular position if one is available.

Accountabilities

80% Assist Member Benefits Financial Planners with meeting onboarding demand:

  • Respond to member interest in utilizing the eMoney financial planning platform and assist with registration and onboarding activities.
  • Assist members engaging in planning services with linking financial accounts in eMoney.

15 % Assist in the development of financial plans:

Prepare financial projections and reports by entering member data into software programs, performing initial review of the member’s results, and verify all aspects of the reports are included.

5% Participate in special projects as assigned:

Projects include, but are not limited to, assisting Financial Planners in creating a system to manage and respond to member demand and developing procedures and training plans for future Financial Planning Interns. 

Required Experience and Knowledge

  • Commitment to excellence in customer service and other Member Benefits
  • Primary coursework in the field of finance (financial planning preferred).
  • Knowledge of financial planning concepts and techniques.
  • Excellent written communication skills, including the ability to compose clear, concise, and persuasive correspondence and narrative reports that communicate messages consistent with Company policy using appropriate tone, word usage, and
  • Excellent verbal communication skills, including the ability to communicate effectively and persuasively with individuals and groups to explain retirement savings and distribution issues and to listen
  • Ability to respond to telephone inquiries from internal and external parties using proper phone
  • Excellent organizational skills, including the ability to effectively handle multiple priorities simultaneously and completely in a fast-paced environment with flexibility and the ability to quickly adapt to
  • Ability to prepare written personal financial plans or the willingness and the ability to
  • Ability to quickly and effectively learn and take on new
  • Ability to learn quickly and effectively to use the online record-keeping systems and personal computer software necessary to perform job duties (eMoney, Morningstar®, and Microsoft Word and Excel preferred).
  • Ability to use spreadsheet software to enter data, calculate, revise, and create charts and graphs.
  • Ability to work independently and to establish, monitor, and achieve goals with minimal supervision as well as the ability to work as an effective member of a
  • Excellent performance in present and past 

Qualifications Required for Successful Performance

  • Excellent performance of all foregoing duties assigned, including the ability to achieve the quantitative and qualitative goals assigned to the work group.
  • Thorough understanding of the mission and the political context of the work of Member Benefits.
  • Ability to improve effectiveness and efficiency within the domain of the incumbent’s assigned responsibilities.
  • Commitment to continued learning in all areas relevant to the responsibilities of this position.

Preferred Experience, Knowledge and Abilities

  • Experience working in a financial services environment.
  • Experience preparing written personal financial plans.
  • Knowledge in at least one of these areas: financial planning concepts and techniques; Internal Revenue Code Section 403(b), Section 408, and the pertinent regulations; the Wisconsin Retirement System; and Social Security.
  • Experience using financial planning software, Morningstar, Microsoft Word and Excel.

Physical Demands and Work Environment

These physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities.

  • Work is primarily performed in an office environment with minimal exposure to injury.
  • Must be able to lift and move up to 20 pounds.
  • Ongoing daily use of computers and telephone.
  • Walk, sit, stand, bend, climb, and use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop; talk, hear, read, count, and write.
  • Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to focus.
  • Must be able to work with frequent interruption.
  • Ability to occasionally travel throughout the state of Wisconsin.
  • Low to moderate noise level.

To Apply

To apply for this position, please send your cover letter and resume as well as the completed employee application to apply@weabenefits.com.

Print, sign, and scan your application document and attach it to the email with your resume. OR mail your employee application separately to:

The Employer Group
c/o Mike Beringer
1000 Solar Ct.
Verona, WI 53593