Open role
Financial Strategist
IMA Financial Group
Bennington, VT; Bethel, VT; Brattleboro, VT; Burlington, VT; Concord, NH; Keene, NH; Manchester, VT; Middlebury, VT; Portsmouth, NH; Rutland, VT; Springfield, VT; Wilmington, VTPosted Jul 22, 2026 · 4d ago$54k – $68k
Internship$54k – $68kInternHybridInsurance
About this role
IMA Financial Group is seeking a Financial Strategist intern to translate complex financial data into client-ready insights for benefits strategy. You will support financial modeling, claims projections, and renewal analysis, while also consulting on stop-loss programs and funding strategies. This role offers a hybrid work environment with the opportunity to work remotely, but requires residency within reasonable travel distance to one of our VT or NH locations.
What we are looking for
6- Support financial modeling, claims projections, and renewal analysis
- Consult on stop-loss programs and funding strategies
- Negotiate with carriers and vendors
- Analyze data for inconsistencies and trends
- Prepare and present client presentations
- 2+ years of similar or related experience preferred