Internship Program

PROGRAM & POSITION DESCRIPTION

The Financial Planning Intern at Portfolio Advisors, Inc. is an entry level team member who will be participating in an extensive educational program to learn about a career in financial planning. They will apply what they learn and begin working directly with our Advisory and Client Service Teams.
The first 8 weeks of the internship will be spent participating in The Externship – a virtual program (hosted by Amplified Planning) to allow the intern to see financial planning in action. The program will cover all areas of financial planning including investments, retirement planning, insurance planning, estate planning, and tax planning. You will meet over 50 experts across the country to see how they do financial planning as well as sit in real client meetings. Additionally, you will have access to various planning technologies to gain additional experience.

The Externship will be accompanied by the Investing Summer Series (hosted by Dimensional Fund Advisors) to give the intern exposure to evidence-based investment training. This additional educational program will provide exposure to our firm’s investment philosophy, how to answer tough client questions about the markets, and portfolio analysis.

During the completion of the above-mentioned education programs, the intern will be working on various firm projects related to financial planning. They will learn about the financial planning development process and how this integrates with the Advisory Team and ultimately our clients.
They will also learn about how to best support clients through the Client Services Team as they work in conjunction with our advisors to ensure all commitments are complete and followed through in a timely manner. They also may be asked to provide back office and administrative support as needed.
***It is important to note that this internship could lead to a full-time position with the firm.

ABOUT OUR COMPANY
We are a fee-only, independent investment advisory and financial planning firm located in North Fresno. We develop strong personal relationships with our clients and bring clarity to financial issues important to them. We provide insight leading to solutions to help them achieve lifelong goals. We provide investment and planning services in a wide range of areas including: Retirement Planning, Investment Strategy, Risk Management, Education Funding, & Estate Planning. For more information about who we are, please visit our website: www.portadvisors.com.

POSITION DETAILS & ESSENTIAL RESPONSIBILITIES:
We have an part-time opening, requiring a commitment of 20-30 hours per week in total (between the educational program and day to day responsibilities). The duration of the internship will be from June 3rd to August 31st (approx. 90 days).

In addition to the requirements of The Externship, under the supervision of our client services manager and financial advisors, duties include:
• Supports the Advisory Team in basic plan and deliverable support for the planning process
• Provide pre and post client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy Statements, asset allocations and meeting follow-up.
• Review task assignments and work with team members to ensure all follow-up and action items as a result of client meetings are documented in CRM and completed within the specified time frame.
• Supports team in developing and maintaining documentation utilizing client documentation standards.
• Work on strategic firm initiatives and projects at the discretion of department staff to ensure a balanced experience with the firm
• General clerical tasks
• Job requires the employee to occasionally lift up to 40 pounds
• Drivers’ license is required
• COVID-19 vaccine required and proof of vaccination will be required upon hire.

We will train you to use industry-specific software, however, familiarity in any of the following are helpful:
• Client relationship management software: Junxure
• Portfolio management software: Tamarac
• Custodian online platforms: Schwab Institutional
• Financial Planning software: Money Guide Pro
• You will learn additional technologies through The Externship

QUALIFICATION REQUIREMENTS:

Education and Licensing:
• Pursuit of a degree related to the financial planning process (Financial Planning, Finance, Economics, Financial Therapy, etc.)
• Goal of attaining Series 65 and the CFP® designation
• Prior internship experience is a plus
• General knowledge of financial related topics, technologies and partners is a plus
Skills and Knowledge
• Excellent communication skills (verbal, written and listening)
• Technology oriented & ability to learn technology stack quickly
• Extreme attention to detail
• Adaptable to change
• Demonstrates personal integrity, honesty and can deal with confidential information daily
• Ability to deal with stress in an ever-changing investment market and financial services
• Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems

WHAT WE WANT
Our top priority is building and maintaining our existing long-term client relationships in addition to our ambitions to strategically grow in the future. We seek someone who aims to deliver an exceptional
service experience to our clients and to continue to improve upon it. We are seeking someone who learns fast, works hard, and motivated to tackle challenges. Our clients value our accuracy, transparency, and attention to detail when meeting their service needs. Our exemplary service allows our advisors to spend their time strategizing for clients to provide solutions and address their needs.

Our company culture is important to our success. We are looking for an enthusiastic person who will support the vision, positive culture and team spirit of the firm. We work in a team environment and are quite dependent on each other. We value each other’s input to strive towards a common goal.

We also seek someone who is/can:
• Solution oriented – can anticipate and identify concerns or problems, and provide solutions
• Proactive – Anticipate service needs for clients and advisors
• Motivated to work productively for the good of the company and doing what is necessary to stay actively engaged in the company success.
• Efficient and effective communicator
• Willing to work in a collaborative manner with other members of the team
• Offer fresh ideas
• Demonstrates high standards and good judgment
• Willing to grow and take on new responsibilities as needed
• Respects practice and client confidentiality

COMPENSATION:
• Hourly pay range of $17.00 to $20.00 depending on prior experience

HOW TO APPLY:
Deadline for applying is Thursday, April 30th. Candidates will be contacted by early May to schedule video conference interviews. Apply directly on our website at https://www.portadvisors.com/careers/ .
Portfolio Advisors, Inc. is an equal opportunity employer.