Financial Assistant

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Our firm assists our clients in creating a plan to preserve, protect and transfer wealth in a tax efficient manner. Our clientele are in the group that represents the richest 1% of wealth in the country and our office focuses on multi-generational planning, advanced life insurance concepts and business secession planning.

Looking for interns to learn and assist in all aspects of estate planning and life insurance planning for hi net worth individuals, preferably 2 days a week.


Duties include:
- identifying target market
-organizing database of clients
-creating database of analysis and reviews
-creating client satisfaction reports
-updating product database
-basic office and clerical duties

In conjunction with the above, qualified applicants will have the ability to learn about assisting a non for profit charity
Duties include
-mailing of materials
-identifying target market
-updating database

How To Apply

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