Internship: Financial Planning Intern – Special Needs Planning Firm

Join Consolidated Planning Group, Inc as a Financial Planning Intern in Sugar Land, Fort Bend County, TX. Support a specialist Diamond Team delivering holistic special‑needs financial planning across the United States.

Key Responsibilities

• Assist advisors and paraplanners with client research, data entry, and document preparation.
• Coordinate and summarize benefit, tax, legal, and insurance information for families.
• Prepare draft financial plans, cash‑flow analyses, and investment reports.
• Maintain client files in compliance with confidentiality standards.
• Participate in team meetings, client presentations, and professional development sessions.

Required Qualifications

• Currently pursuing a Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Strong analytical, quantitative, and written communication skills.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); experience with financial planning software a plus.
• Detail‑oriented, organized, and able to manage multiple tasks.
• Passion for serving individuals with disabilities and their families.

Compensation

Annual salary: $54,219.86

Location

Sugar Land, Fort Bend County, Texas, United States – a short commute from Houston.

Frequently Asked Questions

What does a Financial Planning Intern do at Consolidated Planning Group?

The intern supports advisors by researching client data, preparing financial plans, coordinating benefit information, and assisting with presentations for special‑needs families.

What education background is required?

You should be pursuing a bachelor’s degree in finance, accounting, economics, or a related discipline and have strong analytical and communication skills.

Is the position paid?

Yes, the internship offers a fixed annual salary of $54,219.86.