SBSB Career Opportunities



Financial Planning Intern - 2018

Location: McLean, VA
Date Posted: 10-04-2017
Financial Planning Intern
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) has a current opening for a full-time Financial Planning Intern to join our fee-only wealth advisory practice in McLean, VA for Summer 2018.  This position works collaboratively on a client service team to provide financial planning, investment management and tax services for our clients.
 
As an SBSB Financial Planning Intern you will be mentored by and work alongside our deeply experienced CERTIFIED FINANCIAL PLANNERTM professionals, Certified Public Accountants and CFA
® charterholders and will have the opportunity to address financial planning strategies and questions. 

About SBSB
 
Are you looking to be part of a collegial, client-focused, fee-only wealth advisory firm? SBSB takes a thoughtful, thorough, and personalized approach to providing financial planning, portfolio management, tax, and fiduciary services to our clients.

SBSB is committed to investing in our people and nurturing team members who embrace our philosophy of developing deep expertise, providing excellent client service, and putting clients’ needs first. Our collaborative, team-oriented environment results in exceptional opportunities for long-term professional development.

Key Financial Planning Intern Responsibilities:

Financial Planning
  • Assist with the preparation of comprehensive financial plans including cash flow management, risk management, investment planning, tax planning, retirement planning, and estate planning
  • Learn how to navigate and use the primary client software and websites (eMoney Advisor, Salesforce, BNA, Advent Axys, Tamarac, Schwab Institutional)
Tax
  • Assist with tax projections and tax research as it relates to client situations
  • Research cost basis tax information
Client Servicing
  • Assist with the preparation of client follow-up letters and correspondence
  • Participate in client meetings, as appropriate, with Client Advisors from across the firm
  • Coordinate client servicing tasks with Operations Specialists
Key Financial Planning Intern Requirements:
  • Currently pursuing Bachelor’s Degree.  Preference given to Accounting, Finance, Economics or Mathematics majors.
  • Enrollment in a CFP Board-registered program preferred
  • Strong analytical skills and the ability to work with professionals across all levels of the organization
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