Wealth Management Internship Opportunity
4 weeks ago
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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