Company Description

Silverstone Financial is a Fee-Only, Fiduciary Registered Investment Adviser based in Owings Mills, MD. We offer a range of wealth management services to individuals, families, and businesses across the United States. Learn more about us on our website: https://www.silverstonefiduciary.com/

Start Date

February 2025. This is an ongoing internship with no predefined end date. If a college student is interested in continuing this Spring semester internship through the Summer or the Fall semester, we can accommodate this.

Pay

$20.00 per hour

Role Description

This is a paid part-time virtual role for an Administrative & Financial Planning Intern at Silverstone Financial LLC. The role will begin primarily supporting the firm administratively as we transition from a sole-practitioner to a multi-advisor firm (February 2025 - April 2025). After the initial firm transition is complete, the internship role will focus more heavily on financial planning. We will provide training in the financial planning process and to use our financial planning software. Interns will directly help the lead financial planners with real client cases and will come away from the internship with a wealth of knowledge on how a financial planning practice runs.

Qualifications

Pursuing a Bachelor's degree, ideally in Financial Planning, Psychology, Finance, Accounting, Economics, or related field
An interest in Financial Planning as a long-term career
Proficiency in Microsoft Excel and other professional software
Extremely attentive to detail and accuracy
Strong communication skills

Silverstone Financial LLC jobs

Financial Planning Intern