SUMMER or FALL 2019 Saratoga-Based Financial Planning Internship
NOTE: Saratoga Investment Solutions is currently accepting applications for internships for SUMMER or FALL 2019. Applications will be reviewed on an ongoing basis until the application deadline of April 1, 2019.
The Financial Planning Internship at SIS Inc. will provide the experiences and activities needed to learn about the work of a Financial Advisor and Certified Financial Planner. In addition, you will experience the difference of a working in a unique Fee-Only Firm. You will have the opportunity to meet with clients, learn about the financial planning process and assist in investment research while learning about the various software programs we use such as eMoney, YCharts, and Morningstar Office. You may also participate in client service activities, co-create educational and marketing materials such as the SIS InnerCircle Newsletter, Client Letters and online content.
Company Description: Saratoga Investment Solutions Inc. is a Fee-Only Wealth Management firm providing comprehensive financial planning and wealth management services to our clients. We are fiduciaries and provide a holistic platform that will aid our clients in achieving their financial life goals.
Qualifications:
- Proficiency in Microsoft Office-particularly Excel & Word
- Exemplary phone skills