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Financial Planning Intern

California Financial Advisors

2303 Camino Ramon, Suite 230, San Ramon, CA, USA



Opportunity Length:

Deadline to Apply:

Remote & On-Site

Part Time



About the Role
  • Opportunity to sit in on client meetings and prepare notes

  • Collaborate with financial advisors on special projects and create and present projects independently 

  • Participate in Investment Committee Meetings 

  • Prepare and present investment analysis and research

  • Complete firm-wide projects with the potential to prepare and present analysis to firm partners

  • Rotate through different advisor mentorship programs to gain maximum amount of knowledge and collaboration 

  • Current or recently graduated university students

  • Pursuing a bachelor’s degree in Finance, Accounting, Business or Economics

  • Must have a passion to pursue a career in financial services

  • Flexible work schedule

  • Ability to multitask and take initiative

  • Hardworking and dedicated outlook

  • Ability to take direction and absorb information quickly

  • Solid computer skills, including Microsoft Excel & Outlook

  • Excellent communication and presentation skills

  • General understanding of financial services and willingness to comply with industry specific security measures

  • In order to work in-office, all new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. California Financial Advisors is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved

About the Company

California Financial Advisors, CFA, is an equal opportunity employer. 

CFA is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA, values a long-term investment approach while catering to the unique needs of all its clients. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data.

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