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2151 Michelson Dr. Suite 282
Posted: August 15 2016
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DescriptioniWealth managers was founded on the principal of building strong relationships focused on one key trait: trust.
iWealth Managers LLC, is a independent ﬁnancial ﬁrm founded in early 2016 that specializes in personal ﬁnancial advisory services. At iWealth Managers, we understand that money is important, but time is our most precious resource. The longer we live, the more we realize that every minute counts. With that realization, many people ﬁnd it troublesome to see that increasing amounts of their limited time are spent dealing with the necessary but often complicated ﬁnancial tasks of living. On top of that, recent market conditions and low interest rates have made it challenging for clients to make smart and sensible investment decisions. But ﬁnding the right professionals to address those various ﬁnancial needs isn’t easy. That is where iWM can step in.
Here at iWealth Managers, we understand that the investing world is changing, just like your personal ﬁnancial situations often change. Together, along with our process, iWealth Managers can identify what your specific needs are by analyzing your current ﬁnancial situation, identifying your desired goals, creating a plan to meet those specific goals, and implementing the plan, while constantly monitoring it. The process is simple, but one that has been often overlooked by the larger wall street ﬁrms where numbers are usually at the forefront over client experience. iWealth Managers believes that every client has the right to be advised and guided by their best interests and needs. Our mission is to serve our clients in a ﬁduciary capacity by understanding each client’s background, ﬁnancial situation and goals. By doing so, we are able to strategically develop long-term planning that acts upon the client’s best interests and goals; yet able to adjust to modern day global inﬂuences. We are passionate to educate our clients about ways to hedge against market volatility while building long term gains. Sharing strategies that will server people well in the long run is something we’re proud of. We break down complex terms and strategies for better understanding. That way, we are able to create effective communication and transparency which is crucial for a long term goals.
ResponsibilitiesiWealth Managers is seeking an intern to work Monday-Friday 10 to 15 hours a week with a flexible schedule.
RequirementsiWealth Managers Intern must have Marketing experience, video animation experience, and a Finance background.
SkillsRequired - Marketing, Graphic Design, Finance, Video Advertising
Preferred - Marketing, Graphic Design, Finance, Video Advertising