Financial Planning Internship at SSG Executive… · Mount…

Summary: SSG Executive Advisory Group of Raymond James is seeking a motivated Financial Planning Intern to gain hands-on experience in financial analysis, budgeting, forecasting, and strategic planning. The role supports financial reporting, data analysis, financial modeling, industry research, and financial documentation while contributing to planning processes.

Responsibilities:
- Assist in preparing financial reports, forecasts, and budgets
- Support the analysis of financial data and identify trends
- Collaborate with team members to develop financial models
- Conduct research on industry trends and best practices
- Participate in meetings & contribute insights to financial planning processes
- Assist with administrative tasks related to financial documentation

Required Qualifications:
- Currently pursuing a degree in Finance or a related field
- Strong analytical and problem-solving skills
- Proficiency in MS Excel and other MS Office applications
- Basic understanding of financial principles and concepts
- Excellent communication and teamwork skills
- Detail-oriented with strong organizational abilities

Preferred Qualifications:
- SIE preferred

Required Skills: SIE, Microsoft Excel, Microsoft Office, Financial Principles

Benefits: Valuable opportunity to gain hands-on experience in financial analysis, budgeting, forecasting, and strategic planning