Financial Planning Intern

Position Summary
The Everence Financial Planning Internship is designed to provide an overview of Everence as a financial services organization, specifically the delivery of financial services to clients. Financial Planning Interns are college students pursuing the CFP financial planning curriculum or a similar curriculum. The program aims to give students exposure to Everence and its unique value position, integrating faith and finance from a community perspective. At the center of this program is the Everence Mission. By connecting Everence with students and schools, we can create opportunities to extend learning into real-world industry experiences and recruit students who resonate with the Everence Mission to pursue field opportunities as they become available. 

Responsibilities:

1. Using information provided by clients to build financial plans and analysis.
2. Preparing and completing Holistiplan Analysis for new and existing planning clients.
3. Creating Financial Planning accounts using our Innotrust system.
4. Providing insight to the Director of Planning and/or Advisor on the observations of the client's financial situation.
5. Identifying and elevating strategic strengths and vulnerabilities of a client’s financial life.
6. Preparing various reports and analyses for the Director and/or Advisors.
7. Communicating client situation to Director and/or Advisors as requested.
8. Build scenarios in financial planning and Holistiplan tax software to demonstrate the importance of recommended strategic decisions.

Qualifications:

1. Currently enrolled college student at the sophomore or junior level pursuing a finance major; CFP curriculum preferred
2. Previous work experience preferred, as well as college involvement in school activities
3. Analytical and problem-solving
4. Detail-oriented
5. Sense of curiosity
6. Willingness to learn and grow
7. Team oriented
8. Ability to learn different software packages and systems, some prior experience with Microsoft Office is a must, and experience with eMoney Financial Planning Software, Holistiplan, Innotrust, and/or OnBase is a plus
9. Excellent communication skills
10. Ability to work with clients and/or advisors as necessary
11. Time management
12. Self-Motivated and willing to work independently

Hours: Full Time (generally 32 hours per week, M-Th)
Location: Goshen, IN

Please attach a cover letter in the process of applying for this position.