Wealth Management Professional

3 weeks ago


Salem, Massachusetts, United States SFB Full time
Wealth Management & Trust Internship

Salem Five Bank's Wealth Management & Trust team offers a unique internship experience for college students interested in financial services. As an intern, you will gain hands-on experience working with clients, developing financial plans, and generating reports.

This paid internship provides a stipend of $25,000 for the 10-week program. You will also have access to training and development opportunities, as well as networking events with industry professionals.

Key Responsibilities
  • Support the wealth management team in developing financial plans and presenting to clients
  • Assist in operational support and account functions of the support team
  • Attend client meetings and participate in monthly meetings with investment managers
  • Generate Morningstar Portfolio Analysis Reports and assist with client outreach and marketing efforts using Salesforce CRM
Requirements
  • Currently enrolled in a degree program, preferably in finance or a related field
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
Benefits

Salem Five Bank offers a competitive compensation package, including benefits and opportunities for professional growth and development. This includes:

  • Estimated annual salary: $50,000
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan


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