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We are hiring a summer intern with the potential for an annual part-time position! 

The goal of the Marblestone Wealth Internship Program is to provide current college students with an interest/background in finance, business, or other relevant interests, an opportunity to gain work experience in the field of financial planning/investment management, and an opportunity to build a relationship with a Forbes Best in State team. This program will provide an opportunity for the Marblestone Leadership Team to assess interns’ performance and fit within Marblestone for potential full-time employment following graduation. This is a learning position with flexibility in assignments, schedule, and breadth. 

 

Eligibility/Schedule: The program is intended for college students entering their sophomore, junior, or senior year. Expectations are full-time availability during summer weeks (8-12 weeks) with the potential for a part time schedule during the school year with a minimum of 12 months. Specific schedules are agreed to between intern and management and are dependent on class schedules, the needs of the firm, and specific assignments/projects. 

 

Location: For best training and support, the preferred locality of the intern is to work in the Colchester, Vermont office. The candidate could be local or move to the Burlington area for the best hands-on learning experience. However, we are open to working with strong candidates across the US. The candidate needs to be a US Citizen and work on US soil. 

 

Reports to: Operations Director

 

Certificates, Licenses, Registrations, Designations Required: None. However, interns receiving a full-time employment offer will be eligible for sponsorship from Marblestone Wealth to obtain appropriate licensing as agreed upon. 

 

Outline of Summer Program (full time period): 

Financial Planning and Meeting Prep Process Support (25%)

The scope of this work falls directly within the financial planning process. Starting with client data collection to preparing a financial plan and client presentations. This may include (as directed by Financial Planning Specialist):

  • Assist Financial Planning Specialist in the batch planning preparation process
  • Identify and organize client financial documents
  • Prepare client-facing materials
  • Data input and analysis
  • Client outreach to gather/clarify data

 

Practice Management Project(s) (25%)

The scope of these projects improves the procedures, processes, and operational efficiencies of the practice as a whole and may include (as directed by management):

  • Updating and organizing client records and information
  • Updating and organizing internal documents, procedures, and processes
  • Observe and assess processes and procedures for areas of improvement
  • Support Growth activities for the firm
  • Client meeting preparation

 

Marketing and Client Onboarding Project(s) (20%)

The scope of these projects are to assist in the execution of Marblestone Wealth’s marketing plan as directed by the Operations Director and may include:

  • Assist in the execution of virtual client appreciation event
  • Assist in the maintenance of Marblestone Wealth website and social media platforms 
  • Maintenance of client and prospect data and information
  • Other duties or projects as assigned

 

Training and Professional Development (20%)

The scope of this time is dedicated to assisting intern in developing a professional network, learning more about the industry, and Marblestone Wealth through various activities such as:

  • Dedicated one-on-one time with team members and leadership of Marblestone Wealth
  • Participation in, and completion of, intern training plan
  • Observe client meetings

 

Capstone Project (10%)

The intent of the Capstone case is for the intern to identify an aspect of Marblestone Wealth that can be improved, develop a potential solution and present that case to the team at the conclusion of the summer full time employment period with a goal of the management approving the proposal and implementing the recommended change. The potential scope of such an issue is unlimited and may include any process, procedure, technology, system, policy, management, or business plan item he or she identifies, subject to the approval of the Operations Director. 

 

Outline of Part-Time Period (during school/classes): 

Specific work schedule and responsibilities will be discussed and customized based on interests of the intern and needs of the practice.