Wealth Intern

Position Title: Wealth Intern

Reports To: Financial Advisors

Position Hours: 8:00AM - 5:00PM, 3 days per week, 12 week period

Opportunities and Experiences: The Wealth Intern will have the opportunity to work with our experienced team of Financial Advisor professionals to gain an overall understanding of the industry. The intern will participate in various aspects of the brokerage business and gain a basic understanding of the day to day responsibilities of a financial advisor.

Responsibilities:

• Clerical tasks.
• Prepare correspondence and client reports.
• Review client accounts and make recommendations to the FA.
• Attend client meetings.
• Shadow financial advisors and registered client associate.
• Assist with financial planning related tasks.
• Research different products/strategies and present to FA.
• Assist with client outreach and events.
• Other duties as assigned.

Qualifications:

Education

• College student with junior or senior status pursuing a Bachelor’s degree in Finance or Personal Financial Planning.
• Business or office experience preferred.

Skills                                                                                                                    

• Excellent attention to detail.
• Ability to communicate effectively
• Effectively work as a team member and independently.