Financial Planning Internship
Our team is growing! We are seeking a rising sophomore or rising junior (May 2024 or May 2025 graduation) intern who attends school in the Greater Hartford region and can commit to continue working onsite part-time 1-2 days a week in Fall 2022 and Spring 2023, with potential to work full-time during the Summer of 2023.
How to Apply (DO NOT APPLY ON HANDSHAKE)
To apply, please send a cover letter expressing why you feel this position would be a fit with your goals, along with your resume to jobs@gottfriedsomberg.com for consideration. Rolling application, do not wait until the deadline to apply.
Who We Are
We are a fast-paced independent wealth management firm located in Glastonbury, CT. Our clients are business owners, teachers, investors, and people who are experiencing a life transition. Whether it's losing a spouse, preparing for retirement, or starting a family, we are there for our clients. Our values center on teamwork, collaboration, commitment to helping others, honesty, and accountability to ourselves and our clients. We are strongly committed not only to our clients but to our community. We support a number of charitable organizations and groups as a way of saying “thanks” and we encourage staff to get involved with organizations that are special to them.
Who You Are
You have a desire to gain experience in financial services industry and are eager to provide excellent service to clients. You have excellent analytical skills and enjoy problem solving. You are a motivated team player who thrives in a fast-paced, collaborative environment and can flexibly pivot between projects. You have excellent time management and multitasking skills to manage deadlines. Exceptional detail orientation comes naturally to you, and you are able to communicate effectively with clients. Flexibility, versatility, and initiative are essential for this role.
More About the Position
We seek a rising sophomore or rising junior (May 2024 or May 2025 graduation) who attends college in the Greater Hartford region and can commit to continue working onsite part-time 1-2 days a week in Fall 2022 and Spring 2023, with potential to work full-time during the Summer of 2023. Minimum 3.2 GPA and high proficiency with Excel are required. Math, Finance, Economics, Science, Engineering, and Business majors preferred.
We work as a team so being present in the office is essential to facilitate training, build relationships, and to support clients who visit and/or attend on-site meetings. We offer a comfortable, professional, work environment in our brand-new custom-built office in Glastonbury Center.
You will assist our firm’s Sr. Investment and Financial Planning Analysts in many aspects of financial planning. The benefit of working for a small company is that our internship is more informal than a corporate environment, and your projects will provide broad exposure to various topics associated with financial planning including Retirement Planning, Investments, Insurance, Taxes, and Estate planning. You’ll also experience client interactions to determine if becoming a financial advisor may be a fit for your future. Responsibilities include:
· Generate Morningstar reports analyzing client’s portfolios and create accompanying letters providing a summary
· Use financial analysis tools to assess risk in portfolios
· Assist Investment Analysts with maintaining model presentations and reports
· Conduct research on various investment products
· Analyze prospect/client financial records to assist in creation of investment reports
· Join advisors in client meetings, take notes on client’s financial planning needs, update client database and create follow-up letters
· Other ad hoc projects and duties as assigned