Financial Planning Intern - Remote

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Summary:

The paid JUMPSTART Internship Program will expose interns to many facets of the Financial Services division and our broader workforce consulting services. The Financial Planning Intern will support the Hauppauge, NY office but is available as a Remote role. This internship offers a unique opportunity to gain hands-on experience in financial planning, client relations, and investment management. The intern will work closely with our team of financial advisors, contributing to various aspects of the financial planning process.

Essential Duties and Responsibilities:

• Financial Plan Preparation: Assist in gathering and analyzing client financial data to develop comprehensive financial plans.

• Client Meeting Participation: Attend client meetings alongside advisors, take detailed notes, and assist in follow-up tasks to ensure client needs are met.

• Data Management: Enter and maintain accurate client information in financial planning software and CRM systems.

• Research and Analysis: Conduct research on financial products, market trends, and investment opportunities to support client recommendations.

• Administrative Support: Assist with administrative tasks such as preparing reports, scheduling meetings, and managing client communications.

Qualifications & Experience:

• Education: Currently pursuing a Bachelor’s degree in Finance, Accounting, or a related field; enrollment in a CFP Board Registered Program and Previous experience with financial planning or individual client service is a plus.

• Technical Skills: Proficiency in Microsoft Office Suite, especially Excel; familiarity with financial planning software is advantageous.

• Communication Skills: Strong verbal and written communication abilities.

• Attention to Detail: High level of accuracy and attention to detail in all tasks.

• Interpersonal Skills: Ability to work collaboratively in a team environment and build strong client relationships.

• Ethics: Demonstrated commitment to maintaining confidentiality and adhering to ethical standards.

• Willingness to travel occasionally.

The typical base pay range for this role nationwide is$18 per hour.  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!