
Fiduciary, Investments, and Planning (FIP) Intern
Truist Financial is seeking a motivated and detail-oriented individual to join our team as a Fiduciary, Investments, and Planning (FIP) Intern. This is a great opportunity for a passionate individual to learn the ins and outs of our FIP operations and develop essential business skills. The ideal candidate will possess a driven attitude, excellent organizational and communication skills, and a strong interest in the financial industry.This position requires a combination of strong analytical, problem-solving, and organizational skills. The successful candidate should have a Bachelor’s degree in Business, Finance, Accounting, or related field, as well as 1-2 years of experience in the financial services industry or a related field. Knowledge of fiduciary and investment practices, regulations, and procedures is also preferred. Additionally, the candidate should have a comprehensive understanding of software and technology, and the ability to work in a fast-paced environment.If you are interested in this exciting opportunity and meet the qualifications, we look forward to receiving your application.
Responsibilities:
- Analyze financial and fiduciary data and develop reports to identify trends and suggest solutions.
- Assist in the development and implementation of FIP strategies and plans.
- Monitor market conditions and proposed regulations to ensure compliance with applicable laws and regulations.
- Develop and maintain relationships with clients and other stakeholders.
- Prepare presentations and reports to present to internal and external stakeholders.
- Assist in the development of new products and services.
- Perform research to identify potential investments and opportunities.
- Assist in the preparation of financial statements and other documents.
- Utilize software programs and technology to analyze data and generate reports.
- Maintain accurate records of transactions and portfolio performance.
Excellent Communication Skills
Proficiency In Microsoft Office Suite
Analytical And Problem-Solving Skills
Bachelor's Degree In Finance Or Related Field
Strong Organizational Skills
Ability To Take Initiative
Knowledge Of Financial Planning Principles
Experience With Financial Planning Software
Accounting
Research
Planning
Communication
Reporting
Compliance
Modeling
Collaboration
organizing
Client Relations
Problem-Solving
Investing
Analyzing
Financial
Fiduciary
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
flexibility
Critical thinking
Teamwork
According to JobzMall, the average salary range for a Fiduciary, Investments, and Planning (FIP) Intern in Atlanta, GA, USA is $16.50 to $21.00 per hour. This range may vary depending on the particular employer and experience of the candidate.
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Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.

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