Financial Planning Intern - Stratham NH

Summary: Supports our entire team of financial advisors with basic tasks related to investment management and financial planning.

Responsibilities:

1. Conduct research on financial planning topics and present findings to planning staff.
2. Assist with client service activities, such as onboarding new clients, resolving service requests, gathering and compiling data for client meetings, maintaining client files and handling day-to-day client requests.
3. Research mutual funds and other investment vehicles.
4. Assist with preparing client periodic investment performance reports.
5. Participate in client meetings with the firm’s financial advisors to take notes, record and assign action items, and to assist advisors with presenting retirement analysis using financial planning software.

Requirements:

1. Be able to work 10-15 hours per week on location in Stratham, NH.
2. Experience using Microsoft Word, Excel, and Outlook.
3. Capable and comfortable learning new technologies.
4. Must always demonstrate a positive and professional image.
5. A team player with good interpersonal skills and the ability to work collaboratively

Opportunities for Experience:

1. Interested students may be given the opportunity to take Series 65 exam preparation course and sit for the exam during the internship period.

Note: This is not a job where any sales or prospecting will be expected from the student who will be filling this role.

Please send resume and cover letter to gsawyer@milestonefinancialplanning.com or through Gusto using the following link: https://jobs.gusto.com/postings/milestone-financial-planning-llc-financial-planning-intern-5f9b04bc-0a8e-40b6-bfd2-e14a7f9911dd to be considered for the job. Applicants selected for interviews will be notified.