2024 Summer/Fall Internship Opportunity
Company Summary:
Boston Wealth Management, LLC (BWM) is an investment advisory firm that provides retirement investment advice to companies and individuals. BWM manages over $500 million of retirement assets covering pension plans, 401(k) plans and individual retirement plans. The firm consists of 11 investment professionals and 5 support staff in three office locations. Boston Wealth Management is looking for a motivated college student for a Summer/Fall internship opportunity. The candidate will be working with the owner of the firm, the Director of Qualified Plans and Financial Planning on various aspects of operating BWM’s defined contribution [401(k)] investment advisory department. The candidate will have direct interaction and mentorship from the Director of Qualified Plans. The Director will conduct a series of education sessions to provide the candidate with the history, insight and outlook related to the wealth management industry.
Responsibilities:
1. Manage the BWM’s prospect and client databases
2. Assist with monthly and quarterly client communications
3. Prep and occasionally participate in one-on-one client meetings (Participant 401(k) Education Meetings and Fiducial Wrap Up Meetings with Plan Sponsors)
4. Assist in ensuring each client’s required documents are in good order and electronically stored
5. Conduct research on BWM’s 401(k) clients’ investment line-ups
6. Interact with BWM’s industry partners on prospect proposals and gathering information related to existing clients
7. Input and analyze client and prospect financial plans
8. Special projects as needed
Requirements:
1. Familiarity with Microsoft Excel, Word, and PowerPoint
2. Business, Marketing or Finance Major
3. Transportation to office, this is not a hybrid or work from home/dorm position