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Summer Intern

Position Location:            Frisco, TX

Hours:                                  Monday-Friday, 9AM - 3PM

Rate:                                     $15/hour

Position Description:     Brennan Wealth Advisors is seeking qualified candidates to join our growing team as                                                          a Summer Intern.  The successful individual will serve as a cohesive team member                                                                who consistently demonstrates high integrity and reliability within a professional                                                                environment.  

Responsibilities:  Assist Financial Planner with financial analysis and drafting of financial plans for clients

                                       Provide support for team by leveraging databases and financial planning software

                                        Work with the internal team to prepare for client meetings including meeting coordination                                            and preparation of regular correspondence and client presentations

                                       Assist on follow up action items from client meetings

Requirements:       Working toward a Bachelor’s Degree in Personal Financial Planning or Finance

                                         Knowledge of general office procedures

                                         Polished professionalism with superior oral and written communication skills

                                         Excellent documentation, records retention, and organizational skills

                                         Must be detail oriented, flexible, and responsive

                                         Exercise tact, courtesy, and discretion in contacts at all levels – both within and outside the                                           Firm

                                         Excellent technical skills (CRM, MS Office, etc.)  

                                         Person of sound judgment who can prioritize

Timeline:                   Resume Submission Deadline – January 31, 2019

                                         Skype Interviews – February 1 – 15, 2019

                                         Decision Notification – March 1, 2019