Financial Planning Internship for Ambitious Professionals
6 days ago
Job Title: Financial Planning Internship for Ambitious Professionals
About the Role:
We are seeking highly motivated and detail-oriented individuals to join our team as financial planning interns. As a summer intern, you will have the opportunity to gain hands-on experience in all aspects of our business, with a focus on client service and investment research.
Responsibilities:
- Provide daily administrative support, including scanning documents, filing statements, and answering phones or other general office-related tasks.
- Work closely with our client service team to prepare portfolio analytics and presentation materials for client and prospect meetings.
- Attend client calls that cover topics such as market outlook, portfolio performance, and financial planning.
- Create manager profiles in our proprietary database and liaise with investor relations departments as needed.
- Take detailed notes on manager calls and attend investment research team meetings.
- Conduct research surrounding macro events affecting the investment community.
Requirements:
- Proficient in Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word.
- Highly self-motivated individual who can work independently as well as on a team.
- Strong organizational, time management, and written/oral communication skills.
- Attention to detail is essential.
- A knowledge of investing and financial markets is beneficial but not required.
What We Offer:
We provide a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive salary of $20-$25 per hour, commensurate with experience.
About Us:
SIMON QUICK ADVISORS is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. Our firm has offices in various locations, and we are committed to providing exceptional service to our clients.
Equal Opportunity Employer:
We are an equal opportunity employer and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, or disability.
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