What are the responsibilities and job description for the Wealth Management Associate position at Streamline Wealth?
I'm looking for a graduating college senior who desires direct experience and mentoring in all facets wealth management. This role will begin as an hourly paid internship @$15/hr prior to graduation with the prospects for a salaried job offer upon graduation.
Responsibilities
Initial duties will be the general support of Streamline Wealth and my personal practice as a wealth advisor. This will include event planning, office management, client requests, account opening, processing of transactions, and general organization of data. Responsibilities will increase over time to include trading, financial planning, and other aspects of wealth management. After graduation, candidate will have the opportunity to obtain Investment Advisory Representative license (series 66).
Qualifications
Proficiency in Excel, Powerpoint, Outlook, and other MS365 applications. High attention to detail. Great attitude and a desire to learn. We are a tech driven firm with a focus on accuracy and efficiency to deliver the best results for our clients.
The wealth management industry is becoming increasingly more difficult to enter due to do not call restrictions, google search, AI, and the public's general distrust. Seasoned professionals are thriving, but those without experience sink or swim. If you would rather learn the industry and profession as an apprentice versus being thrown to the wolves with a phonebook and a cubicle, we should talk.
Salary : $15