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Careers

Business Development Internship Program

This internship offers a unique learning experience in the world of personal financial planning and an opportunity to be creative on a day-to-day basis. The Intern will report to the firm's COO and have three major areas of responsibility: database marketing & customer relationship management, event coordination, and social media marketing. Also, the Intern will be instructed in the fundamentals of financial products and strategies including Mutual Funds, Annuities, Life Insurance, Long-Term Care Insurance, Estate Planning, and Taxation.


Financial Operations Internship Program:

This internship offers a unique learning experience in the world of personal financial planning and an opportunity to be creative on a day-to-day basis. The Intern will report to the firm's President and have three major areas of responsibility: operations & customer relationship management, financial research, and financial communication. Also, the Intern will be instructed in the fundamentals of financial products and strategies including Mutual Funds, ETFs, Annuities, Life Insurance, Long-Term Care Insurance, Estate Planning, and Taxation.