Wealth Management & Financial Planning Intern - Winter/Spring Semester

JSF Financial, LLC, a dynamic, Financial Planning & Wealth Management firm located on Miracle Mile, is looking for part-time Interns to join its growing team.

The Intern positions offer a qualified and motivated individual the opportunity to develop their abilities through ongoing interaction with experienced financial planners, portfolio managers, and other members of the JSF Financial team. Interns will have the opportunity to work with multiple departments and collaborate with each team. Primary tasks will include, but are not limited to:

·   Preparing client presentations

·   Data entry for investment statements

·   Creating client budgets

·   Investment research projects

·   Servicing client requests

·   Connecting with Mutual Fund companies

·   Office duties – scanning, answering phones, running reports

The ideal candidate will work 15-30 hours per week, and JSF will designate specific weekly schedule based on school requirements and/or other obligations of hired candidates.

We are looking for applicants who possess the following traits:

·    Student, preferably working toward a degree in economics and/or finance

·    Strong analytical and communication skills

·    Computer skills

·    Very detail oriented

·    Able to multitask

·    Works well in a team environment

·    Quick learner and able to adapt to a fast-pace environment

·    Compensation: Paid Internship