About this role
Summary/Objective The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client’s financial plan, which include management of both internal and external workflows. Essential Functions Prepare and update all consult files for each client’s annual meeting Assist the Financial Planner with planning opportunities for the client Assist the Financial Planner and client on implementation items from consult or as needed Promptly respond to client questions through email and phone calls Review of annual income tax returns and complete year-end tax projections Responsibilities and Duties Financial analysis and tax planning for each business unit that the client owns Participation with the Financial Planner during annual client meetings Reconciliation of each client’s current investment asset allocation Retirement plan analysis and optimization based on annual objectives of each client Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.