What are the responsibilities and job description for the Intern - Wealth Management Firm Summer 2025 position at Vision Financial Group, LLC - Iowa?
Description
Financial Integrators, a dynamic, holistic wealth management firm, is looking for detail-oriented interns to join our team during the Summer of 2025! This role is primarily focused on verifying investment-related data, and requires a high degree of attention to detail. This is a fantastic opportunity for someone eager to gain understanding of wealth management, including financial accounts and various investment types.
The ideal candidate will have excellent communication and place a priority on accuracy, with the ability to work collaboratively and efficiently. The internship will run from mid-May 2025 through mid-August 2025 (accommodations can be made for your school's fall semester start date).
Specific Job Duties Include, But Are Not Limited To
Requirements:
Financial Integrators, a dynamic, holistic wealth management firm, is looking for detail-oriented interns to join our team during the Summer of 2025! This role is primarily focused on verifying investment-related data, and requires a high degree of attention to detail. This is a fantastic opportunity for someone eager to gain understanding of wealth management, including financial accounts and various investment types.
The ideal candidate will have excellent communication and place a priority on accuracy, with the ability to work collaboratively and efficiently. The internship will run from mid-May 2025 through mid-August 2025 (accommodations can be made for your school's fall semester start date).
Specific Job Duties Include, But Are Not Limited To
- Support the preparation of client presentations, client account documentation, reports, and investment proposals.
- Collaborate with the technology and asset management teams to ensure accuracy of data.
- Conduct data entry, organize client files and reports, and assist in administrative tasks as needed.
- Assist financial advisors and wealth managers in conducting market research and analysis for investment opportunities.
- Collaborate with the team to maintain client portfolios and perform portfolio reviews.
- Shadow experienced professionals to gain insights into client meetings and wealth management strategies.
Requirements:
- High school degree completed; pursuing a degree in finance, accounting, economics, business administration, or a related field.
- Interest in wealth management, financial markets, and investment strategies.
- Excellent communication and interpersonal skills.
- Extreme detail orientation and accurate data entry abilities.
- Proficiency in Microsoft Excel.
- Experience with Google Workspace and Salesforce is a plus.
- Ability to work well in a team and willingness to learn from experienced professionals.
