Legacy Planning (A division of Hub International Northeast)
$18ph
Microsoft office proficiency (excel, word, outlook)
Client review meeting preparation
Team marketing efforts coordination
The internship will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning, investment management, insurance, and estate plan design
Job Summary
The internship will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning, investment management, insurance, and estate plan design.
Learn how wealthy and successful families manage their affairs.
Legacy is located within walking distance of campus and offers flexible hours to accommodate your class schedule.
Matching Summary
The internship will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning, investment management, insurance, and estate plan design.
Salary
$18/hour
Skills & Requirements
Must-have
Microsoft Office proficiency (Excel, Word, Outlook)