What are the responsibilities and job description for the Wealth Management Intern position at The Baldwin Group?
We are seeking a motivated and detail-oriented Wealth Management Intern to join our team. This internship offers an excellent opportunity to gain hands-on experience in the financial services industry, working closely with our wealth management professionals.
Specific Tasks may include:
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Specific Tasks may include:
- Handling Proposals: Assist in the preparation and review of investment proposals and financial plans for clients.
- Analysis: Conduct financial analysis and market research to support investment decisions and strategies.
- Processing Paperwork: Manage and process necessary documentation and paperwork related to client accounts and transactions.
- Prospect Research: Perform research on potential clients and investment opportunities to support business development efforts.
- Currently pursuing a degree in Finance, Economics, Business, or a related field.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Ability to work independently and as part of a team.
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
