This position is an excellent entry-level opportunity to gain experience and responsibility in the financial services industry with the possibility of transitioning to a full-time job upon graduation. Hours are flexible depending on candidate availability (e.g., students will generally work 10-15 hours/week during the school year.
The Analyst Intern will be responsible for assisting in the development of client plans, research in developing model portfolios using Morningstar, and the development and promotion of seminar marketing. This position will involve working closely with a solo practitioner using contemporary on line resources to maximize practice activity. The Analyst Intern will contribute to the development of the practice with the ability to advance income through growth.
Research capabilities, familiarity with web marketing, excel and power point skills.
Always be on the alert
Additional Salary Information: Bonus
About SJ Boyle Wealth Planning LLC
Registered Investment Advisor with the State of New Hampshire