Financial Planning Intern
Common Wealth Financial Group
Burlington, Vermont, United States
- Attend client meetings to better understand client needs
- Oversees all facets of day-to-day operations for a wealth management and insurance practice.
- Maintain the highest level of professionalism and world-class customer service, while providing critical support to an existing service team.
- Directly support financial advisors and manage client experience to ensure an extraordinary service experience for each of our valued clients.