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Financial Planning Intern Resume Example

Resume Score: 80%

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FINANCIAL PLANNING INTERN
Professional Summary
I possess outstanding interpersonal, analytical and organizational skills. An effective worker with the skills necessary to analyze, develop and accomplish tasks to achieve more efficient ways to get things done. 
Skills

Proficient in Money Guide Pro

Exceptional in Excel

Familiar in Advisor View CRM

Strong Public Speaking Skills

Time Management

Fast Learner

Work History
Financial Planning Intern, 05/2016 to Current
Planning Alternatives – Bloomfield Hills, MI

Prepared Financial Reports & Investment Reviews.

Created new saving for Financial Planning Department's files in Worldox.

Constructed an Action List for both the client and advisor to use throughout their journey.

Outside Services Attendant , 09/2015 to Current
Hampton Golf – Ave Maria, FL

Provide Platinum Service While Creating a Friendly, Welcoming Environment to Members and Guests

Maintain Communication to Starter, Pro Shop, & Golf Assistant on Incoming Guests and Cart Numbers

Maintain Staging Area, Driving Range, Practice Area Set-up, and Cart Barn

Resident Assistant, 08/2015 to Current
Ave Maria University – Ave Maria, FL

Coordinate a Minimum of Six Events Per Year for Students, Ranging From Academic, Social to Cultural.  

Enforce University Policies on Campus and Report Policy Violations to the Director of    Residence Life Through an Incident Tracker Program.  

Attend Weekly & Bi-Weekly Staff Meetings to Discuss Issues Regarding Students, Ways to Improve Residence Life, and for Team Building.    

Finance Intern, 06/2014 to 08/2015
Bruce Township – Bruce Township, MI

Organize, File, and Analyzed Building Projects and Financial Plans

Assess Land & Overlook Building Inspections  

Answer and Direct Phone Phone Calls & Register Voters During Elections 

Education
Bachelor of Arts: Finance, Economics, May 2017
Ave Maria University - Ave Maria, FL
  • 3.1 GPA
  • Coursework in Finance and Economics
  • Coursework in Business Administration
  • Emphasis in critical & strategic thinking, including presentations & group projects.
Affiliations
Member of the Financial Planning Assocation
Certifications

Bloomberg Certification

CPR Certified

​

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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Planning Alternatives
  • Hampton Golf
  • Ave Maria University
  • Bruce Township

School Attended

  • Ave Maria University

Job Titles Held:

  • Financial Planning Intern
  • Outside Services Attendant
  • Resident Assistant
  • Finance Intern

Degrees

  • Bachelor of Arts : Finance, Economics , May 2017

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