Civic Financial is a full-service, multi-generational financial planning firm serving high income and high net worth families. We wish to free our clients from the burden of managing their financial future and bring them peace of mind. Our mission is to inspire financial confidence.
Civic Financial has been recognized by Forbes as one of the top wealth management firms in the country. Scott DeSantis, Grant Parisi and Connor Hall have garnered Forbes awards for top financial securities professionals. We continue to receive national recognition for our planning work and are looking for aspiring leaders to join us and help make an impact to the Civic Financial team and clientele.
Our team believes in three core values:
Civic Mindset
- Do the right thing
- Thoughtful: Two ears, one mouth
- Serve others first
Relentlessly Reliable
- Trustworthy, responsive and consistent
- Committed to excellence
Tenacity
- Drive x Persistence = Tenacity
- Stretch to be the best
- Continuously learning
Civic Financial is a rapidly growing firm, offering tremendous career growth potential and opportunity for positive community impact. If you are passionate about personal finance and these values resonate with you, please submit a cover letter and resume to the Civic Financial team for one of the positions below. Don't see a position for you? Apply anyway!
Financial Analyst Intern
We have an opening for a candidate to join our financial planning and wealth management tWe have an opening for a candidate to join our financial planning and wealth management team in our Boston office. This is a ten-week intensive summer internship program, broken up into four focus areas – investments, insurance, planning, and business development. Additionally, candidates will be expected to pass the FINRA Life Insurance, Health Insurance, and Securities Industry Essentials (SIE) exams before the internship commences. Responsibilities may include investment takeover proposals and implementation, financial planning work, insurance integration, and/or client facing work as a secondary advisor, depending on the candidate’s background.
Analyst Intern Focus Areas:
- Investments: assist with portfolio strategy, rebalancing accounts, harvesting losses, investing cash
- Collaborate with the operations team to onboard new clients
- Insurance: evaluate client insurance needs and build plans to protect risk and grow long-term assets
- Learn insurance design and integration with tax strategy
- Financial planning: write financial plans for clients in conjunction with planning team and Partners
- Design and run financial projections; prepare financial planning summaries for client meetings
- Business development: identifying new prospects
- Arranging meetings between self-sourced prospects and the Partners of the firm
Requirements:
- Strong cultural fit with the four core values of our firm
- Desire to work in a fast-paced environment at a quickly growing firm
- Excellent oral and written communication skills
- Demonstrated organizational and time management skills; ability to meet deadlines
- Strong attention to detail
- Can-do attitude and willingness to help in all areas of the firm
- Ability to maintain a high degree of confidentiality
- Ability to accept feedback with an open-mind and a willingness to learn / adapt