Wednesday, February 26, 2014

Personal Financial Planning Internship (Dartmouth) - Summer 2014

A local financial planning firm was established in 1999 and located on State Road in Dartmouth is looking to bring on an intern. Their mission is to provide sound financial advice to small business owners and professionals; taking them through their unique planning process, implementing recommendation utilizing blue chip investments and insurance products and providing oversight on an ongoing basis.

This is the company's web site:

Internship would involve:

1. Assisting with the preparation of account applications, which is the first step to gaining an understanding of the process of working in the financial industry.

2. Assisting with a transition to the cloud; including assisting with a transition to a new cloud based CRM, transitioning to a cloud based file management system; which will help with the organizational skills and understanding of the clients required to be in the industry.

3. As knowledge basis and core competency is improved, preparing reviews for client meetings; the first step to understanding the financial planning process.

4.  As intern progresses, working to assisting to prepare financial plans and investment/insurance illustrations; the second phase of understanding the financial planning process.

Seeking a junior who is interested in the financial planning field who has proven competency, reliability, dedication and motivation.

Required skills: hard working, self motivated person who has a basic understanding of financial services field.

Hours of work: ideally 16-20 hours per week

Start-end dates: earliest start would be May 1st end date would be dependent on other variables.

Interested candidates should send resume and cover letter to Christopher Hodgson at: