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 2020. 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.
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:
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, Tamarac, Schwab Institutional)
Assist with tax projections and tax research as it relates to client situations
Research cost basis tax information
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 Client Service Associates
Key Financial Planning Intern Requirements:
Currently pursuing a Bachelor’s Degree with an expected Spring 2022 graduation date.
Preference given to Accounting, Finance, Economics or Mathematics majors.
Exceptional communication and presentation skills, and ability to express technical and nontechnical concepts clearly and concisely
Strong analytical skills and the ability to work with professionals across all levels of the organization