Intern

Intern Opportunity at Legacy PlanningLegacy Planning (A division of Hub International Northeast) is seeking an intern to join our team! The internship will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning, investment management, insurance, and estate plan design. Learn how wealthy and successful families manage their affairs. Legacy is located within walking distance of campus and offers flexible hours to accommodate your class schedule.Responsibilities (including, but not limited to):Prepare client review meeting deliverables and supporting documentationCoordinate and execute on team marketing effortsSupport representative-based projects and initiativesComplete meeting follow-up actions in accordance with compliance standards in a timely mannerResearch industry-wide financial information and market trends to update advisors on trends affecting their clientsGain exposure to finance research and planning software including eMoney and MorningstarWork environment:Fast-paced office environment with advisors and staff working side-by-sideBusiness casual attireRequirements:Full-time WCU student studying in a business-related field who is looking to pursue a career in financial servicesAbility to work 18 hours/week while school is in session and 20 hours/week during summer and winter breaksMinimum GPA of 3.0 for considerationAbility to demonstrate proficiency in Microsoft Office (specifically Excel, Word & Outlook)Compensation:$18/hour