Are you or someone you know interested in financial planning?
BKP is seeking a highly capable, action-oriented Financial Planning & Operations intern to support our growing company serving a diverse group of clientele. This individual should have an appetite for learning and a true passion for financial planning within a demographic focused primarily on servicing millennial women. Our typical client is a go-getter, moving up in her career, and awesome to work with!
In order to support BKP’s growth, you will take an active role in assisting team members with the back end operations of client acquisition, onboarding, and ongoing service. You will help the Lead Planners and Senior Intern to ensure that monthly deliverables are produced in a timely and accurate manner, collaborating with the Lead Planners and external partners when appropriate. You may assist the Operations Specialist with data entry, scheduling, contracts and other administrative tasks.