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Wealth Management Assistant

2 months ago

Fort Wayne, Indiana, United States SYM Financial Advisors Full time

About SYM Financial Advisors

SYM Financial Advisors is a fee-only, employee-owned financial advisory firm that operates with a client-centric philosophy. We focus on building strong relationships and understanding each client's unique goals. As fiduciaries, we always operate in the best interest of our clients, specializing in portfolio management, wealth management, and retirement plan design.

Internship Overview

This is a full-time on-site internship for a Summer Intern at SYM Financial Advisors. The internship is a rotational 12-week program that explores 11 different departments within SYM. The interns will be involved in day-to-day tasks such as supporting client service teams, participating in client meetings, and completing various solo and team projects. Additionally, the intern will have the opportunity to learn about wealth building strategies and financial planning through our mock project and presentations.

Key Responsibilities

  • Support client service teams in day-to-day tasks
  • Participate in client meetings and presentations
  • Complete solo and team projects
  • Learn about wealth building strategies and financial planning

Requirements

  • Financial research and analysis skills
  • Basic understanding of financial planning concepts
  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Ability to work well in a team environment
  • Pursuing a degree in Finance, Accounting, Business, or related field
  • Knowledge of investment strategies and retirement planning is a plus

Selection Criteria

College sophomores and juniors with a 3.0 GPA or better, majoring in Personal Financial Planning or a related business major. Must have highly developed interpersonal skills, the ability to work well in a team environment, and a demonstrative ability and willingness to learn. Must be an independent worker who is able to make decisions and solve problems.

Program Benefits

The primary benefit of this program is the opportunity to gain hands-on experience in the wealth advising industry prior to graduation. Upon completion, the intern should have sufficient knowledge necessary to determine if a career in the wealth advisory industry is the right path to pursue. For the right person, this internship could lead to a full-time position with SYM Financial Advisors after graduation.

Work Schedule

Interns are expected to work 40 hours/week.

Compensation

Interns will be paid an hourly wage, to be determined at the onset of the internship experience.