• Assists with the ongoing development and maintenance of client data and financial plans in eMoney.• Supports the Director of Operations with collection and filing of client documents into Redtail CRM.• Inputs data to generate analysis, projection, and scenario reports regarding client tax planning.• Records new or prospective client investment transactions in portfolio management software.

• Gained hands-on experience in cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning.• Watched real client meetings, conducted financial analyses, and developed client deliverables.• Became certified in eMoney Advisor and gained experience in Asset-Map and Redtail CRM.• Earned 500 hours toward CFP® Board experience requirements

• Attended client-facing meetings to gain insight into relationship management and servicing accounts.• Observed the financial planning process from introduction to implementation of financial plan.• Learned about day-to-day financial planning and wealth management business operations.