Financial Planning Intern

With guidance obtain and file worksheet information from clients and other relevant sources.

Opportunity to observe end to end plan development and annual client meetings. Assist with plan template and chart preparation.

Conduct research on specialized topics for Sr. Advisors [e.g. Spending approaches, ROTH conversions, Morningstar analysis etc.].

Study and organize client demographic and spending data to produce trends and patterns.

Contribute to newsletter articles and/or update articles on the Sensible Financial website.  Identify obsolete material.

Data entry {discussion authorizations and beneficiaries}, spreadsheet prep, mailings and other duties as needed.

REQUIREMENTS

• This is a hybrid role requiring weekly work hours in our Waltham, MA office.
• Progress toward or acquisition of a B.A. or B.S. required.  (Study of math, finance, economics a plus.)
• 0-1 year of experience in financial services industry (or a client centric environment) and current pursuit or strong interest in obtaining a CFP or CFA designation is preferred.
• Familiarity with CRM or ability to learn. Proficiency with Microsoft applications.
• Strong attention to detail as well as written and verbal communication skills.
• Full U.S. work authorization without any current or future need for visa sponsorship.