Steven P. Margulin CPA CFP ® is an independent wealth management firm that works within the Broker-Dealer structure.We do fee-based financial planning, as well as income tax preparation, for approximately 100 clients with about half of them of retirement age. We give input on most all of their financial decisions, so every day is different This position is for a financial planning assistant intern who also assists in our tax department. We need someone who can do (or learn to do) portfolio analyses and income projections, write financial plans, and learn to use income tax software to prepare tax returns. The successful candidate will need excellent math skills and the ability to do sustained detail work. He or she will need to be energetic, responsible, and able to work independently, have a strong work ethic, be organized, and able to meet deadlines. This is an internship, with full-time hours of 40 or more, depending on workload.The pay is $12.50 per hour. We would prefer someone who can begin working by December 15, 2006.et deadlines. Email your resume to smargulin@cfiemail.com, with a listing of relevant coursework with grades received, and a letter stating why you are interested in this position and the skills and abilities you would bring to us. Or you may fax the paperwork to 505-345-6633.  

Buley Wealth Management and Phoenix Private Wealth Management are branches of Linsco/Private Ledger the number one independent financial advisory firm. James Buley is a registered CFP and president of the Buley Wealth Management Group. Brett Hartvigson is the president of Phoenix Private Wealth Management. This internship opportunity offers the student up close exposure to an intimate financial planning environment. The student will participate in opening new accounts, communicating with outside companies on behalf of clients and learning how a financial planning company operates. The student will gain in depth industry knowledge, hands-on experience and a personal letter of reference. The internship also offers graduating seniors a unique opportunity to apply for a position as assistant to the advisors which pays a salary plus the chance to get licensed and build a book of clients under their guidance. The internship is located in Sorrento Valley, just minutes from the UTC area. The hours will be divided up into two mini – shifts per day which will each be three hours in duration. The first shift will go from 9am to Noon and the second will go from 1pm to 4pm. There will be no shifts on Fridays. We envision taking on four interns who will pick the two shifts per week that best suit their school schedule. The interns will rotate in and out each day and the total hours per week should be around 6 hours. Please send your resume to bryan.foronjy@lpl.com as attachment. Please include in the email the number of semesters you have left until you graduate.