What are the responsibilities and job description for the Wealth Management Intern position at Nepsis, Inc.?
About Nepsis
Nepsis, Inc., located in Minneapolis, Minnesota, is an independent financial advisory, investment management and tax services firm founded by Mark Pearson. Nepsis® employs a comprehensive Family Office Framework that integrates financial planning, estate planning, advanced tax solutions and in-house portfolio management, offering a holistic approach to wealth management.
Guided by the Power of Clarity®, Nepsis' proprietary process empowers clients to achieve their financial goals by providing them with the knowledge and support needed to understand their financial lives. Nepsis is focused on maximizing wealth and minimizing taxes, with an emphasis on advanced tax planning to help clients achieve their long-term financial goals. In addition, Nepsis is dedicated to community impact through the Nepsis Foundation™, supporting community initiatives in the Minneapolis area.
Advisory services are offered through Nepsis Inc., an SEC-registered investment advisor. Learn more at nepsis.com.
Program Overview
Nepsis is launching our Wealth Management Internship Program starting Summer 2025! As an intern in our program, you will have the opportunity to work directly with members of the Nepsis team to get hands on experience engaging with clients and learning different areas of the financial services industry. You will work with the back-office operations team to understand the processes and compliance requirements of a wealth management team. As part of the Family Office Framework, you will develop a strategic understanding of all aspects of wealth management including tax planning, estate planning, and insurance solutions, and how all departments work together to create value for our clients. Interns will also have formal professional development and networking opportunities.
Interns must be able to work 40 hours a week during Summer 2025 on site in our Minneapolis office.
Interns may be considered for full-time employment upon graduation at the end of the internship.
Responsibilities
While performing the duties of this job, the employee is in an office environment. The noise level in the work environment is typically quiet to moderate. Client and internal company information is highly confidential.
The essential functions of the Wealth Management Intern role will require the employee to be able to communicate verbally with others. The employee will often be required to sit for extended periods of time and use a computer and other office equipment. The employee will occasionally be required to stand, move, reach, and lift up to 20 lbs.
Additional Information
This job description is intended to convey information essential to understanding the scope of the Wealth Management Intern's role. It is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the role.
Consistent with the American's with Disabilities Act and other applicable state laws, it is the policy of Nepsis to provide reasonable accommodations when requested by a qualified applicant or employee, unless such accommodation would cause an undue hardship. This policy applies to all aspects of employment, including the application process. If a reasonable accommodation is needed, please contact the Director of Human Resources at 952-746-2003.
The Pay Range For This Role Is
25 - 30 USD per hour(Minneapolis)
PI262437642
Nepsis, Inc., located in Minneapolis, Minnesota, is an independent financial advisory, investment management and tax services firm founded by Mark Pearson. Nepsis® employs a comprehensive Family Office Framework that integrates financial planning, estate planning, advanced tax solutions and in-house portfolio management, offering a holistic approach to wealth management.
Guided by the Power of Clarity®, Nepsis' proprietary process empowers clients to achieve their financial goals by providing them with the knowledge and support needed to understand their financial lives. Nepsis is focused on maximizing wealth and minimizing taxes, with an emphasis on advanced tax planning to help clients achieve their long-term financial goals. In addition, Nepsis is dedicated to community impact through the Nepsis Foundation™, supporting community initiatives in the Minneapolis area.
Advisory services are offered through Nepsis Inc., an SEC-registered investment advisor. Learn more at nepsis.com.
Program Overview
Nepsis is launching our Wealth Management Internship Program starting Summer 2025! As an intern in our program, you will have the opportunity to work directly with members of the Nepsis team to get hands on experience engaging with clients and learning different areas of the financial services industry. You will work with the back-office operations team to understand the processes and compliance requirements of a wealth management team. As part of the Family Office Framework, you will develop a strategic understanding of all aspects of wealth management including tax planning, estate planning, and insurance solutions, and how all departments work together to create value for our clients. Interns will also have formal professional development and networking opportunities.
Interns must be able to work 40 hours a week during Summer 2025 on site in our Minneapolis office.
Interns may be considered for full-time employment upon graduation at the end of the internship.
Responsibilities
- Support financial advisors to develop reports, presentations, or other materials needed for client communications or meetings.
- Assist with operations and administrative functions which range from account openings to ongoing account servicing.
- Participate in other company projects as assigned which may include market research, business development, marketing efforts, or business strategy initiatives.
- Be an active member of the Nepsis team actively participating in required meetings or trainings.
- Interest in a career in financial advising, estate planning or investment management
- Strong communication skills including verbal and written communication across various communication mediums.
- Professional and personable demeanor with the ability to work with clients with many different backgrounds.
- Strong analytical and critical thinking skills.
- Self-driven and able to take initiative and incorporate feedback from others.
- Currently pursuing a Bachelor's degree from an accredited college or university in Finance, Financial Markets, Financial Planning, or another closely related degree.
- Anticipated graduation date of December 2025 or later.
- Authorized to work in the United States on a permanent basis.
- Experience working in an office or professional setting.
- Experience using Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, and Teams.
- 3.0 Overall GPA or higher.
While performing the duties of this job, the employee is in an office environment. The noise level in the work environment is typically quiet to moderate. Client and internal company information is highly confidential.
The essential functions of the Wealth Management Intern role will require the employee to be able to communicate verbally with others. The employee will often be required to sit for extended periods of time and use a computer and other office equipment. The employee will occasionally be required to stand, move, reach, and lift up to 20 lbs.
Additional Information
This job description is intended to convey information essential to understanding the scope of the Wealth Management Intern's role. It is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the role.
Consistent with the American's with Disabilities Act and other applicable state laws, it is the policy of Nepsis to provide reasonable accommodations when requested by a qualified applicant or employee, unless such accommodation would cause an undue hardship. This policy applies to all aspects of employment, including the application process. If a reasonable accommodation is needed, please contact the Director of Human Resources at 952-746-2003.
The Pay Range For This Role Is
25 - 30 USD per hour(Minneapolis)
PI262437642
