Wealth Planning - Undergrad Intern

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' e join us in delivering better outcomes for our clients around the world!Department Title: Undergrad Intern - Wealth PlanningLocation: The intern candidate must be able to commute into the New York City office each week. Position Summary: Our team provides comprehensive financial planning advice to high-net-worth families,business owners, and entrepreneurs.Joining us this summer means gaining an opportunity to work with experienced Personal Financial Planners, Portfolio Managers, and Estate & Trust counsel on complex wealth management, wealth transfer issues and family governance.Team Culture:We are a collaborative team of experienced planners who support the wider organization in presenting optimal financial solutions and strategies for a diversified client base. - CFPs, JDs, CFAs et al.A Wealth Planning Intern at Franklin Templeton can expect to gain: Knowledge on personal income tax and the impact on investment portfolios, retirement plans and distribution, risk management, insurance, estate and gift tax planning.Experience in wealth transfersuccession strategies for business owners and wealthy individuals.Key Responsibilities May Include:Use of sophisticated tax and financial forecasting tools with the goal of presenting complex family wealth and tax issues in a manageable deliverable to solve for financial goals with optionality.Ideal Qualifications:Basic comfort with cash flow spread sheets and balance sheetsWilling to learn and analyze personal financial terest in becoming proficient with financial planning structures, advice and software.Ready to make moves? Apply today! When applying, please be sure to attach your resume. Applications without a resume file attachment will not be reviewed.Due to the large volume of applications anticipated, we may not be able to personally contact every applicant. If you are interested in applying to more than one Franklin Templeton internship, please apply for other internships that pique your pensation Range: This is a full-time internship where students will work approximately 35 hours per week and earn competitive hourly pay of $31 USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. What makes Franklin Templeton unique?We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture, and is an important element of how we achieve success.We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.Experience our welcoming culture and reach your professional and personal potential!Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.Hear more from our employeesFranklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Created: 2025-02-19