BWM SUMMER/FALL INTERNSHIP INFO SESSION
On Monday February 19th from 5pm – 6pm, Boston Wealth Management will host an information session regarding our Summer and Fall 2018 internship opportunities.
Boston Wealth Management is a wealth management firm that specializes in retirement investing for both retail and institutional clients. The intern will get exposure to:
– Investment Analysis
– Financial Planning
– Client Meetings
-Education and Enrollment Meetings
– Compliance and Due Diligence Reporting
The intern will learn Salesforce, EnVestnet and Naviplan financial planning software. The Intern will have oversight directly from the Director of Qualified Plans at Boston Wealth Management.
The Information Session will take place at Boston Wealth Managementâ€™s Office at:
286 Boston Post Road
Wayland MA 01778
Please RSVP to firstname.lastname@example.org