Rise's internship listings
- College Internship
Financial Planning InternRise Private Wealth Management – Posted by Rise
Rise Private Wealth Management provides on-going financial advice and asset management to 2,000+ clients across the country. Our flagship office is located right here in Bedford, NH; with satellite offices in Boca Raton, FL and Berlin, NH. This internship opportunity will provide an inside look at a financial planning practice and a small business operation. Through training and experience, an intern will assist advisors and staff members in the following ways:• Prepare for and observe client meetings • Complete annual account deliverables • Scan and upload client files to our cloud database • Complete miscellaneous projects related to client acquisitions, etc.Through this experience, an intern will become familiar with the frontlines of the financial services industry. Hours will be flexible dependent on the qualified candidate’s schedule. Opportunities for more hours are available during semester and summer breaks.
- Date Posted
- 21 Dec 2018