Back Bay Financial Planning & Investments · 3 days ago
Financial Planning Internship
Bethany Beach, DE
Internship
Onsite
Intern
$18/hr - $18/hrBack Bay Financial Planning & Investments is a boutique, fee-only registered investment advisory firm providing comprehensive financial planning and investment management. This internship offers hands-on, real-world experience for students interested in a career in financial planning and wealth management, with responsibilities including updating client financial plans and supporting tax planning analyses.
Financial Services
Hiring Manager
Robert Jeter, CFP®, CRPC®
Responsibilities
Assist with updating and maintaining client financial plans
Support tax projections and tax-planning analyses
Assist with portfolio management and investment-related tasks
Participate in business development and firm growth initiatives
Gain hands-on experience with the technology stack used to run an independent RIA
Learn best practices related to workflows, compliance, and client service
Qualification
Required
Completion of FIN 311 with a grade of B or better
Strong interest in financial planning and wealth management
Ability to work in-person at the Bethany Beach office
Strong attention to detail and follow-through
Preferred
Interest in tax topics and tax planning
Familiarity with financial planning or investment software such as RightCapital, Holistiplan, Orion, or similar platforms
Company
Back Bay Financial Planning & Investments
At Back Bay Financial Planning & Investments, we help successful individuals and families make the most of life’s next chapter — whether that’s retiring near the water, navigating a relocation, or simply making smarter decisions with their wealth.
Founded in 2025
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase