Retirement Plan Consulting Intern
This paid internship program exposes interns to all facets of the retirement and wealth business including portfolio management, investment due diligence, ERISA compliance, vendor management, and 401(k) participant engagement. Successful interns will gain a clear understanding of their own interest in this rewarding field and identify the facet of our business most attractive to them. If you are a motivated individual with a strong work ethic, excellent team skills and outstanding communication skills, we would like to speak with you.
Responsibilities will include (but are not limited to):
- Help earn clients’ trust by thoroughly understanding client needs, assist in providing targeted advice and aid in the development of thoughtful solutions and delivering an exceptional client experience
- Assist advisors in all aspects of wealth management including asset allocation, investment management and wealth planning
- Diligently work to acquire the technical knowledge and competency required to deliver investment and retirement plan management
- Assist in the conduct of retirement plan participant education meetings; along with senior team members, meet with individual participants and build relationships with participants
- Learn the value proposition of wealth management services to retirement plan participants
- Meet with clients regularly to help ensure investments align with their goals, risk tolerance and personal situation.
- Work in conjunction with the service team on day-to-day service including investment review meetings and financial planning.
- Support business development efforts, which may include events, campaigns, prospect meetings and proposals
- Assist the retirement plan group with putting together investment scorecard meeting materials and other due diligence efforts
Qualifications:
- Strong analytical, communication and interpersonal skills
- Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrated client focus relationship management skills
- Self-motivated with a commitment to excellence and a high level of integrity
- Education
- Pursuing a bachelor’s degree – a business finance focus is preferred but not required
- Interest in pursuing the CERTIFIED FINANCIAL PLANNER™ designation