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21 Dec 2018

College InternshipInvestment 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 Littleton, 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:

• Assist with quarterly model updates
• Generate list of client accounts on investment models
• Update Morningstar reports and models
• Update 401k models with new allocations
• Miscellaneous projects related to all aspects of the office

Through this experience, an intern will become familiar with the front line of the financial services industry. Hours will be flexible dependent on the qualified candidate’s schedule.

How to Apply

Anyone interested in the position can contact Hannah Pierce directly at 603-606-4255 or at

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

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