Stablepoint Partners’ Post

Stablepoint Partners Academic School Year Internship Job Title: Investment Advisor Intern – Academic School Year, 2024/25 Company: Stablepoint Partners, LLC Location: Braintree, MA, on premise Position Type: Internship - Paid Position Job Description: We are seeking a motivated and enthusiastic college student to join our team as an Investment Advisor Intern for the 2024-25 academic school year. This internship offers an excellent opportunity for students interested in pursuing a career in finance to gain hands-on experience in the investment advisory industry. As an intern, you will work closely with our team of experienced advisors and leaders to support various aspects of client service, portfolio management, and financial analysis. Responsibilities: Prepare client reports, presentations, and other materials for meetings and presentations. Collaborate with team members to develop comprehensive financial plans for clients. Assist with administrative tasks such as data entry, filing, and organizing client documents. Stay informed about market trends, economic indicators, and regulatory developments affecting the investment landscape. Qualifications: Current enrollment in a Bachelor's degree program, preferably in finance, economics, or a related field. Strong analytical and problem-solving skills, with a keen attention to detail. Excellent communication and interpersonal skills. Ability to work effectively in a team-oriented environment. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Prior experience or coursework in finance or investment-related fields is a plus, but not required. Benefits: Hands-on experience in the investment advisory industry. Exposure to a wide range of financial products and services. Gain invaluable experience with leading industry platforms such as Money Guide Pro, BlackDiamond, and others. Mentorship and guidance from experienced professionals in the field. Flexible work schedule to accommodate academic commitments. How to Apply: Please submit your resume and a brief cover letter outlining your interest in the internship opportunity and relevant qualifications to matt@stablepointpartners.com. Applications will be reviewed on a rolling basis, and early submissions are encouraged. Please note that while there is no excluded campus proximity, applicant is responsible for his/her own transportation to and from the Stablepoint office, multiple days a week. The start date for this position is September, 2024. Stablepoint Partners, LLC (“Stablepoint”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Stablepoint and its representatives are properly licensed or exempt from licensure.

So much to absorb for a new RIA at Wealth Management Edge! Staplepoint Managing Partners Christopher K. Griffith, CFP®, CPWA® and Henry Wheelwright, CFP® joined leadership of other firms across the country to share best ideas and learn about new tools, investment strategy, and client service initiatives. Looking forward to 2025! #WMEDGE #RIAEDGE

Stablepoint is excited to be a part of the 2024 Wealth Management Edge conference next week! Looking forward to new ideas on investment strategy, tech, AI, and how to make an even greater impact for clients! #WMEDGE #wealthmanagement #AI #advisors #technology #investing

Welcome Matthew Joyce to the Stablepoint family! We're excited to have Matt join the team, and bring his 20 years of industry experience to help make a difference every day. Matt joins our other amazing new team member Gina Mackey! Gina joins us from Pearson and brings a wealth of experience to the team. You can read more about Matt and Gina on the Stablepoint site here: https://lnkd.in/eK7SdEfC Together Matt and Gina are enabling access to cutting edge technologies, tools, and platforms that help drive the advisor and client experience forward. Welcome Matt and Gina!