Location: Rockville, MD
Company: Obsidian Planning Solutions
Schedule: 40 hours/week during summer 2023 and potentially during winter break 2023-24
Please submit resume and cover letter by December 20 to: Cynthia.Gill@obsidianplanning.com
Deadline for application: positions are open until filled
Intern Job Description:
Intern completes various projects throughout the summer regarding marketing, document organization, software research and other essential duties. Daily duties may include answering client phone calls and assisting financial planners. The candidate should have a working knowledge of Microsoft office (Word, PowerPoint, and Excel) and be able to balance multiple tasks at once. This position is open to all rising juniors and seniors who are pursuing a four-year degree in finance, economics, or a business-related field. An ideal candidate will be devoted to their professional development by learning alongside experienced finance experts. Must pass a background check.
Company Description:
Obsidian Planning Solutions provides personalized financial planning services. Areas of focus include business continuity management, real estate investment, insurance needs analysis, succession planning, trust & estate planning, and wealth management.
