Financial Services Coordinator

6 days ago


West Jordan, Utah, United States Mountain America Credit Union Full time
Overview
Mountain America Credit Union, a leading financial institution, is seeking a highly motivated Wealth Management Intern to join its dynamic Wealth Management team. This exciting opportunity offers a chance to gain valuable experience in the financial planning and wealth management industry.

About Us
Mt. America has over $5.6 billion in assets and serves more than 600,000 members through online and mobile banking, 86 branches in five states, and provides access to over 30,000 ATMs and 5,000 shared-branching locations nationwide. Our credit union roots date back to the 1930s, and we have become a tradition for many members, offering a variety of financial products and services for consumers and businesses.

The Role
This part-time, flexible internship will provide students interested in a wealth management career with hands-on experience and exposure to the financial planning process. You will work closely with our experienced wealth advisors to learn the fundamentals of connecting with members and branch employees, prospecting to members, and maintaining client accounts.

Your Responsibilities
* Assist in operational support on client accounts (calls, paperwork, maintenance)
* Learn how to connect with members & branch employees
* Learn how to prospect to members of the credit union
* Learn the financial planning process
* Observe advisor-client appointments

About You
To be successful in this role, you should have a strong interest in pursuing a financial planning/wealth management career, exceptional interpersonal, communication, analytical and problem-solving skills, excellent organizational skills and ability to multitask, some knowledge of financial markets and macro-level economic trends, strong analytical skills, high inquisitiveness, focus, and proactivity. You must also have good judgment and discretion when working with confidential information.

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. Don't miss this chance to launch your career in wealth management


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