Investment Support Specialist
7 days ago
Mt. America Credit Union is excited to announce a part-time, flexible internship in its Wealth Management team. This role offers a unique chance for students interested in wealth management careers to gain hands-on experience and exposure to the financial planning process.
Key Responsibilities
* Assist in supporting client relationships and communicating with members and branch employees
* Develop skills in prospecting to new members and identifying business opportunities
* Learn the fundamentals of financial planning and wealth management
* Contribute to the success of our team and the satisfaction of our clients
About You
To succeed in this role, you should possess a strong interest in pursuing a financial planning/wealth management career, along with excellent interpersonal, communication, analytical and problem-solving skills. You must also be able to maintain confidentiality and handle sensitive information with discretion.
What We Offer
* Competitive salary: estimated $18-$22 per hour (approximately $37,440 - $45,760 annually)
* Opportunities for professional growth and development in a dynamic and supportive environment
* Collaborative and inclusive team culture
How to Apply
Please submit your application, including your resume and cover letter, to the specified contact person. Seize this opportunity to launch your career in wealth management
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