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© All Rights Reserved. ApplyBlast.com
RETIRE SMART Consulting
This entry-level internship offers hands-on experience in financial advising, focusing on lead management, client relationship building, and strategic follow-up under the guidance of experienced professionals. The role involves assisting with discovery meetings, maintaining regulatory compliance, and collaborating on firm-hosted events to support prospective clients. It provides a foundation for growth in the financial services industry through continuous training and development.
Headquarters
Princeton, New Jersey, United States
Company Size
1-10 employees
Founded
2008
At Retire Smart Consulting, we offer the best holistic and comprehensive financial planning service by the top fee-only fiduciary financial planner near you.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for RETIRE SMART Consulting.
49% below the average for this role