Wealth Management Professional
2 weeks ago
We are seeking a highly motivated and detail-oriented individual to join our wealth management team as a Wealth Advisory Summer Intern. As a member of our team, you will have the opportunity to gain a comprehensive understanding of the wealth management industry and develop the skills needed to succeed in this field.
Key Responsibilities:
- Assist senior wealth management advisors in working with high-net worth families
- Participate in a 10-week paid program with learning objectives focused on wealth management, financial planning, and portfolio management
- Develop and practice skills needed to be a successful team member, including effective time management, strong communication skills, and problem-solving attitude
- Deliver exceptional client experience through timely and responsive communication
- Participate in a capstone project to conclude the internship, presenting on a topic to the firm's leadership team
Requirements:
- Working towards a financial planning degree and CPA/CFP exam eligibility
- Solid technical financial or accounting knowledge
- Proficiency with Microsoft Office
- Ability to work well with a team and independently
What We Offer:
- A comprehensive overview of the wealth management industry
- Opportunities to develop and practice skills needed to succeed in this field
- A supportive and collaborative team environment
- Professional development and growth opportunities
How to Apply:
Please submit your application, including your resume and cover letter, to [insert contact information]. We look forward to hearing from you
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