Wealth Management Summer Internship

1 month ago


chicago, United States Kovitz Full time

POSITION OVERVIEW

Kovitz is seeking an intern for the summer 2025 to support our Wealth Management and Operations teams. KIG’s program ensures that interns develop a good understanding of our firm’s culture and services through direct training, “Lunch & Learn” sessions, internal meetings and social events. The intern will be required to make one formal Capstone presentation to the KIG team.


POSITION REQUIREMENTS

  • The ideal candidate is an undergraduate “rising junior or senior” pursuing a degree in business/finance/accounting/economics with an interest or experience in Wealth Management
  • Minimum 3.2 GPA on a 4.0 scale.
  • Interns will focus on a variety of tasks to support the firm such as preparing reports for client meetings, administrative tasks, some marketing support, portfolio management, and technology.
  • Candidates should be organized and have a knack for communication both written and verbal. We look for motivated self-starters with a team-oriented mentality that find opportunities to collaborate and can work with and through others.


INTERN LEARNING OBJECTIVES

  • Gain a general understanding of different roles available in wealth management, including investments, financial planning, marketing, operations, and client service.
  • Become familiar with Kovitz strategies and client offerings.
  • Be able to prepare and comprehend reports generated for clients.
  • Understand all aspects of client meeting preparation.

RESPONSIBILITIES MAY INCLUDE

  • Organize meeting and marketing materials for prospect meetings.
  • Create client reports for client meetings.
  • Scanning, filing, and data entry of client information.
  • Prepare ad hoc PowerPoint presentations.
  • Assist operations team on specific tasks or projects.


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