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Financial Planning Internship - Summer 2027

雇主

Milestone Financial Planning

地点

全国范围 · 美国

待遇

$37,440-$37,440/year

工作模式

线下

截止日期

1月5日

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岗位摘要

Support comprehensive financial and retirement planning services, focusing on tax reduction strategi

岗位职责

About Us Milestone FinancialPlanning, LLC (fiduciary and B-Corporation) strives to make a difference in people’s lives. Our clients (75% local in NH and MA) rely on us to provide comprehensive financial and retirement planning services, emphasizing reducing lifetime taxes. We are a small team of professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance. At every level, we emphasize that your ideas and insights are encouraged and highly va…

申请条件

We are seeking candidates who are currently pursuing a degree in financial planning, finance, accounting, or a related field.

Strong analytical and research skills are essential, along with excellent written and verbal communication abilities.

雇主简介

Milestone Financial Planning, LLC is a fiduciary and B-Corporation providing comprehensive financial and retirement planning services with a focus on reducing lifetime taxes for clients primarily in New Hampshire and Massachusetts.

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