What are the responsibilities and job description for the Intern position at FORTIFY™ Private Wealth Management?
Company Description
FORTIFY™ Private Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC located in Washington, PA. The team provides professional, personalized, high-quality financial advice to clients, helping them achieve financial confidence and peace-of-mind through wealth management and advisory services.
Role Description
This is an internship role at FORTIFY™ Private Wealth Management in Washington, PA. The intern will be involved in day-to-day tasks assisting with wealth management and advisory services, client communications, financial analysis, and administrative tasks. This is an on-site position.
Qualifications
- Financial Analysis, Wealth Management, and Advisory skills
- Client Communication and Relationship Management skills
- Ability to work in a team and independently
- Basic knowledge of financial planning and investment strategies
- Strong analytical and problem-solving skills
- Excellent organizational and time management abilities
- Pursuing or recent completion of a degree in Finance, Economics, Business, or related field