DMBA (Deseret Mutual Benefit Administrators) is a non-profit organization that administers benefits for companies who are owned or affiliated with The Church of Jesus Christ of Latter-day Saints.
Position Description:
- Assist the Certified Financial Planners throughout the planning process from client engagement to financial plan implementation.
- Twenty hours per week for six months.
- Schedule is flexible around school schedule.
Educational Requirements:
- Must be enrolled in an undergraduate financial planning degree program or related field.
- Juniors and seniors preferred.
Primary Responsibilities:
- Process client data and input into financial planning software.
- Speak with clients on the phone to provide service, clarify data, and schedule appointments.
- Interpret a financial analysis and develop strategies and recommendations.
- Attend staff and training meetings as a full member of the team.
Apply: Here
Deadline: ASAP