Wealth Management Intern
Job Title: Wealth Management Intern
Location: Primarily in-person with some remote flexibility
Job Summary
Our firm is seeking a Wealth Management Intern to support advisors and the operations team in delivering exceptional client service. This role provides hands-on experience in financial planning, investment research, and client relationship management. The ideal candidate is detail-oriented, eager to learn, and interested in pursuing a career in wealth management or financial advisory services.
Mission Statement
Our mission is to be the trusted leader in providing our partners with cutting-edge strategies to help their clients achieve their unique goals. We achieve this through the power of a diverse team with distinct skill sets.
Responsibilities
- Assist advisors with preparing financial plans and client presentations
- Conduct research on investment products, market trends, and portfolio strategies
- Support account maintenance tasks, including data entry and documentation
- Participate in client meetings and take detailed notes for follow-up actions
- Help manage CRM systems and ensure accurate client records
- Collaborate with team members on special projects related to business development and client service
Qualifications
- Education: Currently pursuing a Bachelor’s degree in Finance, Economics, Business, or a related discipline
- Experience: Previous internship or coursework in finance or investments preferred
- Technical Skills: Proficiency in Microsoft Excel, PowerPoint, and Word; familiarity with financial planning tools is a plus
- Interpersonal Skills: Strong communication skills, professional demeanor, and ability to work in a team environment
Success Metrics
- Timely and accurate completion of assigned tasks
- Demonstrated initiative in learning and contributing to team projects
- Positive feedback from advisors and clients on support provided
Benefits
- Opportunity to gain hands-on experience in wealth management
- Mentorship from experienced financial advisors
- Flexible scheduling to accommodate academic commitments
- Potential for future full-time employment upon graduation