Financial Planning Associate
Financial Planning Associate
Pittsburgh Fellows is a leadership development program that empowers college graduates as they launch their career and learn to integrate their Christian faith in the workplace. Pittsburgh Fellows runs from September to May after graduation from college. Through our program, Fellows work in competitively paid positions in their field of interest at one of our 50+ partner employers while also volunteering at a local nonprofit organization, living in community with other Fellows and participating in regular professional and spiritual development opportunities.
Pittsburgh Fellows is looking to place an individual as a Financial Planning Associate with one of our partner employers.. As a Financial Planning Associate, you will assume some of the following roles and responsibilities:
- Completes investment reports and other related tasks with accuracy.
- Prepare client meeting documents and gather missing client data to ensure timely processing of plan production.
- Enter and analyze client data in the financial planning software.·
- Compiles data into spreadsheets and planning software. Prepares exhibits, such as charts, graphs, tables and other visual aids for client presentations.·
- Contact clients, as needed.
Requirements:
- Bachelor’s degree
- Strong written and verbal communication skills
- Proficiency in Microsoft Excel
- Desire to learn and grow in this field/industry
- Ability to multitask and prioritize deadlines
- Access to reliable transportation
Benefits:
- Competitive starting salary
- Business mentorship and professional development opportunities as well as access to our growing alumni network
- Strong potential for advancement within this opportunity
- Fully furnished housing during program duration
The interview process includes meeting with the Pittsburgh Fellows Executive Director and our Alumni Admissions Panel. Through acceptance into our program, graduates are hired by a partner employer in the industry of their choice/area of study.