Spring/Summer 2022 Investment Client Relations Internship

Boston Wealth Management, LLC (BWM) is a leading independent Investment advisor looking to employ a motivated young individual with an entrepreneurial mindset. The internship will consist of assisting financial advisors in the Defined Contribution Segment of the business. The candidate will be interacting with financial reporting software, Client Relationship Management (CRM) programs, assist financial advisors in the field and learn professional skills required to succeed in the Wealth Management Industry.

Proficiency with using Microsoft Office. Willingness to seek out new opportunities. The candidate should expect to interact with BWM clients. Should be knowledgeable with fundamental concepts of money management/investment management. Should have strong desire to work in the business.

The candidate will have an opportunity to provide valuable assistance and be given freedom to expand our marketing efforts as well as implement ideas of their own. They will be assigned key projects as it relates to Defined Contribution Investment reviews and will have an opportunity to sit in on multiple client meetings and presentations. 

The candidate will also be responsible for learning and understanding how to navigate Salesforce CRM and Envestnet Retirement Plan Solutions software used in daily operations. The candidate will be responsible for updating client records across our 401(k) clients. They will be responsible for assisting advisors in client investment plan design meetings. They will be responsible for learning and understanding the new DOL Fiduciary Rule for Investment Advisors.