Wealth Management Intern

Position Summary

We are looking for an enthusiastic intern to join our team. You will have administrative duties in helping with client meetings and client operations management.

Key Responsibilities

• Preparing documents and financial plans for client meetings
• Data entry and maintenance in CRM
• Assisting with data migration and technology upgrade projects
• Learning the process and basics of portfolio rebalancing
• Introduction to other key areas of financial planning such as tax planning, estate planning, and investment planning

Qualifications & Skills

• Must be an above-average communicator with exceptional interpersonal skills
• Must have prior coursework in financial planning, investments, or finance
• Must have strong organizational and prioritization skills
• Excellent follow-up and follow-through capabilities
• Professional attitude, flexibility, demeanor, and appearance
• No previous work experience required

visit the following link to apply direclty

Wealth Management Internship Application