Wealth Management Internship Opportunity

4 weeks ago


Chicago, Illinois, United States Kovitz Full time

Job Overview

Kovitz is seeking a highly motivated and organized intern to support our Wealth Management and Operations teams during the summer of 2025. The intern will have the opportunity to gain a comprehensive understanding of our firm's culture and services through direct training, "Lunch & Learn" sessions, internal meetings, and social events.

Key Responsibilities

  • Assist in preparing reports for client meetings, including financial data and market analysis.
  • Support the operations team with administrative tasks, such as data entry and scanning.
  • Contribute to marketing efforts by organizing meeting and marketing materials for prospect meetings.
  • Develop and present ad hoc PowerPoint presentations to clients and internal teams.
  • Collaborate with the operations team on specific tasks and projects.

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.
  • Develop skills in report preparation and comprehension.
  • Understand all aspects of client meeting preparation.

Requirements

  • Undergraduate student pursuing a degree in business, finance, accounting, or economics.
  • Minimum 3.2 GPA on a 4.0 scale.
  • Strong communication and organizational skills.
  • Motivated and self-starting individual with a team-oriented mentality.

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