Financial Planning Intern

This internship is designed for students pursuing degrees in Finance, Business, Economics, or related fields. As a Financial Planning Intern, you’ll gain hands-on experience in the financial services industry, working directly with advisors to support client planning and service. This is an in-office role, ideal for students looking to build real-world skills and passionate about helping others financially.

Key Responsibilities

• Assist in gathering and entering client financial data into planning software
• Call clients to update personal and financial information
• Help prepare financial planning documents and reports
• Support advisors with administrative tasks related to client service
• Maintain confidentiality and accuracy in handling sensitive information
• Participate in team meetings and training sessions

Qualifications

• Sophomore. junior or senior from UNC Charlotte
• Majoring in Finance, Business, Economics, or a related field
• Strong attention to detail and organizational skills
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Ability to work independently and collaboratively
• Professional demeanor and interest in financial planning

What We Offer

• Real-world experience in a respected financial advisory firm
• Mentorship from experienced financial advisors
• Exposure to financial planning tools and client service practices
• Flexible scheduling within business hours to accommodate class schedules
• Opportunity to build professional skills and industry knowledge

Application Process

To apply, please submit the following to jolie.bishop@ampf.com:

• Resume
• Brief cover letter explaining your interest in financial planning and this internship
• Your availability for a phone interview
• Your availability for an in-person interview