Associate Financial Planner Intern - Spring 2028

Cain Watters & Associates is a financial services firm. The Associate Financial Planner Intern will support Financial Planners with client relationships, financial plan implementation, planning opportunities, tax projections, investment allocation, and retirement plan analysis.

What you'll do:

• Prepare and update all consult files for each client’s annual meeting
• Assist the Financial Planner with planning opportunities for the client
• Assist the Financial Planner and client on implementation items from consult or as needed
• Promptly respond to client questions through email and phone calls
• Review of annual income tax returns and complete year-end tax projections
• Financial analysis and tax planning for each business unit that the client owns
• Participation with the Financial Planner during annual client meetings
• Reconciliation of each client’s current investment asset allocation
• Retirement plan analysis and optimization based on annual objectives of each client
• Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan

What they're looking for:

• Individual working towards a bachelor's degree or higher in Accounting, Tax, or related field
• Strong communication, interpersonal and organizational skills
• Proficiency in Microsoft Office with an emphasis on MS Excel
• No travel is expected for this position
• This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary
• This is a full-time internship position. The internship program is a structured 8-week experience that begins on Monday, January 10, 2028, and concludes on Friday, March 3, 2028. Interns are expected to be available for the full duration of the program. Days and hours of work are Monday through Friday, 8:00am to 5:00pm. Some flexibility in hours may be allowed based on management approval
• GPA of 3.0 or higher preferred

Benefits:

• Some flexibility in hours may be allowed based on management approval.