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21 Dec 2018

College InternshipFinancial Planning Intern

Rise Private Wealth Management – Posted by Rise Anywhere

Internship Description

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.

How to Apply

Anyone interested in the position can contact Hannah Pierce directly at 603-606-4255 or email your resume to hannah.pierce@ampf.com.

Internship Categories: Accounting/Finance. Internship Types: College Internship. Salaries: Paid Hourly.

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