Internship Position- Financial Planning Track

USAFrance Financials

Philadelphia

Job id:
330126616
Published:
11-20-2019
Expires:
12-20-2019
Job type:
Internship
Salary level:$1,500 - $1,500  per month
Job sector:
Banking & Finance
Location and routes
Job id:
330126616
Published:
11-20-2019
Job type:
Internship
Expires:
12-20-2019
Salary level:$1,500 - $1,500  per month

INTERNSHIP POSITION II- FINANCIAL PLANNING TRACK
USAFRANCE FINANCIALS
J-1 Eligible Internship

Address/Contact:

150 S. Warner Road, Suite 120

King of Prussia, PA 19406

Cedric S. Sage, President & Founder

Cell: (215) 840 6116

Off: (610) 293 8313

Fax: (610) 293 8399

Email: Cedric.sage@ffgadvisors.com

Website: www.USAFrance Financials.com

Company size: 10 employees

Previous internship experience: YES


Company/Industry/Activity:

Financial planning for the French Community in the United States focusing on estate planning, tax optimization, investments, retirement, and family protection.

General Description:

The intern will assist the Chief Technical Officer/Director of Advanced Planning in various live projects at once following the entire financial process inclusive of observing interactive client meetings through its various stages (discovery phase, client info gathering, analysis, recommendation presentation, etc). The intern will be responsible for collecting and processing client data, or conducting analyses under the supervision of the CTO pertaining to topics as varied as retirement planning, college education planning, estate planning and family protection, saving and investing, elderly care, or tax strategy. Inter will eventually be required to sit in regular weekly educational seminars related to the abovementioned topics, rules and taxation, sales, as well as to the financial planner career.

Job Requirement/Skills:

Curriculum connected to finances/taxes, MBA or MBA track preferred. Fluent French speaking required.

Starting Date/Length of Internship:

Early January 2020 12 through 18 months

Gross Salary/Compensation:

$1,500/month

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