TFCU Financial Advisors Intern jobs in United States
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Tinker Federal Credit Union ยท 3 months ago

TFCU Financial Advisors Intern

Tinker Federal Credit Union is dedicated to helping members achieve their financial goals. As a Financial Advisor Intern, you will gain real-world experience in financial planning while supporting members on their path to financial freedom.

BankingFinanceFinancial ServicesLendingNon Profit
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Comp. & Benefits

Responsibilities

Assist department with data entry, reporting & projects
Interact with the financial planning process
Support financial wellness education projects
Observe member consultations

Qualification

Financial PlanningData EntryMicrosoft OfficeInterest in Financial PlanningCommunication SkillsOrganizational SkillsTeam CollaborationMentorship

Required

Pursuing an undergraduate or graduate degree in finance, accounting, economics, real estate, or related field, having completed the junior level or above prior to the internship start date
Enrollment in an accredited Financial Planning Certificate Program
Strong interest in financial planning, retirement planning, and member education
Excellent communication & organizational skills
Proficiency in Microsoft Office

Company

Tinker Federal Credit Union

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Tinker Federal Credit Union is a credit union that offers lending, banking, and financial services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-09-27Grant

Leadership Team

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Nancy Ward
Executive Vice President, Chief Administrative Officer
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Cindy Jamison, SHRM-SCP
EVP, Chief People Officer
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Company data provided by crunchbase